#167 How to Choose a Financial Advisor


So many of you ask how to navigate the head-scratching journey of selecting a financial professional. As caller Lou said, "I don't want buzz words, I want someone who will take care of me!" In addition to Lou, James and Theresa also asked about selecting financial pros.

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Of course you have to interview a number of advisors before you settle on the one that is right for you. To help with those meetings, print out my "10 Questions to Ask a Financial Advisor".

For those who have smaller accounts or want to invest on their own, there are a number of web-based alternatives, which guide you through a risk assessment process, recommend a portfolio and then either provide you with a nudge to rebalance (for do it yourselfers) or an automatic rebalancing tool that the company will employ on your behalf. Check out "Advice for Small Investors" for more information.

Rick and Doumo asked about home purchases, while Mike and his wife wanted a reality check on their retirement plans --everything seemed A-OK!

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE