Radio Show #136: How to Choose a Financial Advisor


With all of the drama out of Washington DC, you probably didn't realize that it was just Financial Planning Week. To celebrate, our guest, fee-only financial planner Gary Schatsky of provides everything you need to know about how to choose a financial advisor.

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  • Download this week's show (MP3)

For those who are in the process of interviewing financial professionals, here are the 10 Questions you should ask!

We started the show with a great call from Louiseann from MD brought up a vexing question: where can a small investor go? Then we helped Chris from OR, who is managing her own $1 million portfolio and needs to understand how to evaluate her performance. Linda from TX wants to know what type of retirement plan would be best for her husband, who is a doctor earning big bucks!

Thanks to everyone who participated and to Mark, the BEST producer in the world. 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