Red Flags When Choosing a Financial Advisor | Protecting Your Money

22/09/2025 14 min Temporada 1 Episodio 8
Red Flags When Choosing a Financial Advisor | Protecting Your Money

Listen "Red Flags When Choosing a Financial Advisor | Protecting Your Money"

Episode Synopsis

Not all financial advisors have your best interests at heart. In this episode of Unchained Opinions, we dig into the red flags you need to watch out for when selecting a financial advisor — because choosing the wrong one could cost you big. According to expert advice, here are the key warning signs: 🎓 Credentials and standards — is your advisor a fiduciary, legally bound to put you first?💰 Transparency around fees — do you clearly understand how they’re paid?🤝 Client connection — does the relationship feel personal, or like you’re just another number?📦 Product pushing — are they selling investments before understanding your full financial plan?We’ll also cover practical steps to protect yourself: ✅ How to check credentials through the CFP Board and FINRA✅ Questions to ask in your first meeting✅ How to spot hidden incentives or conflicts of interestWhether you’re new to investing or managing serious wealth, knowing these red flags will help you make smarter, safer financial decisions. Keywords for discoverability: financial advisor red flags, how to choose a financial advisor, fiduciary standard explained, financial advisor fees transparency, avoid bad financial advisor, financial planning tips, FINRA CFP advisor check, personal finance podcast.