Choosing the right financial planner is one of the most important decisions you can make for your family’s financial future, but how do you know if the planner you are talking to is required to act in your best interest? How do you know if their expertise align with your needs? Is he/she a Fiduciary or will they try to sell you a product that might benefit them over you? Does the planner you are interviewing have regulatory disclosures, had complaints filed against him/her, has been in front of the arbitration committee, had been fined by SEC or FINRA? How do you check? In this episode, Mike and Rich go over the most important questions to ask when interviewing a financial planner, as well as what to look for to make sure you are working with the right individual for you.
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