Latest / Money & Taxes from Bb to XYZ
What To Ask Your Financial Planner
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, walk through the key questions to ask when choosing or re-evaluating a financial planning professional. They explain why titles, designations, and services can vary widely across the industry. They also review why it’s important to understand a planner’s qualifications, fiduciary status, planning scope, typical clients, fee structure, and investment philosophy. The conversation highlights potential conflicts of interest, the difference between advice and product sales, and how to check…
The skinny
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