There’s no such thing as a dumb question. So, let’s explore some of the questions you should ask a potential advisor, or even your current advisor (assuming you haven’t asked them these things before).
Episode #26: Quiz Your Advisor
GOT A SMART MONEY QUESTION?
Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!
Why Ask A Question?
Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!
What Do You Get?
The clearest answer I can give on how to address your retirement question and links to resources that may help you.
Don't Have A Microphone?
Just fill out the form below to ask your question!
SCHEDULE A TIME TO MEET
It’s fast and easy to make an appointment with Matt. You can start with a 30-minute conference call or meet in-person at the office in Malvern, PA.
Contact
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- 610-719-3003
- info@smartmoneyquestions.com
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