YFP 017: Essential Questions to Ask Before Hiring a Financial Planner

 In Financial Planning / Podcast, Podcast


 

On Episode 017 of the Your Financial Pharmacist Podcast, we wrap up our 3-part series about the financial planning industry and what to look for when hiring a planner. We’ll talk more about how they get paid and what specifically to ask to make sure you are hiring a planner that has your best interest in mind.

Episode 017 Special Giveaway

Along with this three-part series, the team at YFP has prepared an awesome giveaway that will give you the “Nuts & Bolts to Hiring a Financial Planner”. Head on over to www.yourfinancialpharmacist.com/nutsandbolts to get your copy today! In this giveaway, we cover:

  • the benefits of hiring a financial planner;
  • the different types of financial planners;
  • how financial planners get paid;
  • questions to ask when hiring a financial planner;
  • how to find a trustworthy financial planner

Featured on the Show

  • Episode 15 of the Your Financial Pharmacist Podcast – “West Point to CFP: Tim Baker’s Journey to Becoming a Fee-Only Financial Planner for Pharmacists”
  • Episode 16 of the Your Financial Pharmacist Podcast – “3 Reasons Why Pharmacists Should Consider Hiring a Financial Planner”
  • John Oliver YouTube Video (Retirement Plans: Last Week Tonight with John Oliver (HBO))
  • Seven Figure Pharmacist (Chapter 15) by Tim Church and Tim Ulbrich
  • Script Financial; a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.

 

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