Your Path to Financial Freedom (w/Justin Smith, CFA, CFP) [Ep.60]
Do you have a plan to achieve financial freedom? If so, is it realistic and are you on track? If not, how are you going to get there?
In this amazing discussion with my financial advisor, Justin Smith, CFA, CFP, we'll discuss that and much more, including:
How to determine if/when you need a financial advisor.
What a fiduciary is and why you need to make sure your financial advisor is one.
The most important questions to ask a prospective financial advisor to determine if they are the right fit.
If you should look for an advisor who is “fee only.”
The red flags to look out for when seeking a…
The skinny
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