5 Questions to Ask Your Financial Advisor Before Trusting Your Future

26/08/2025 22 min Temporada 2 Episodio 79

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Episode Synopsis

Are you confident your financial advisor is truly working in your best interest, or are hidden incentives shaping the advice you receive? In this solo episode of Secrets to Abundant Living, Amy Sylvis unpacks the five essential questions you must ask your financial advisor to ensure alignment with your goals, risk tolerance, and long-term vision. From understanding compensation structures to clarifying what “diversification” really means, Amy empowers listeners to take control of their financial future. Using clear examples and real-world scenarios, she highlights why relying solely on paper assets can be risky, how to avoid conflicts of interest, and what it means to create a wealth preservation strategy that supports freedom and abundance for years to come.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarMore Resources & Links:Is Your Financial Advisor On Your Side? 5 Questions To Ask.00:00 Intro00:37 Welcome to the Secrets to Abundant Living Podcast01:26 Host Introduction and Recent Travels02:27 Defining Abundance and Hands-Off Income03:49 Evaluating Your Financial Advisor05:23 Key Questions to Ask Your Financial Advisor09:29 Understanding Diversification16:21 The Importance of Multiple Income Streams20:25 Final Thoughts and Call to Action21:31 Closing Remarks and Farewell

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