Posts tagged fiduciary standard
Episode 34 - 10 Key Questions to Ask When Hiring a Financial Advisor
Episode 34 - 10 Key Questions to Ask When Hiring a Financial Advisor

Choosing a financial advisor is a big decision that can shape your family’s financial future. In this episode of Beyond Budgets®, Deb Meyer breaks down how to evaluate advisors and find the right fit for your unique goals and values. Whether you’re new to financial planning or transitioning to another advisor, this episode equips you with the knowledge and confidence to make an informed choice.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, financial advisor, commission-based brokers, fee-only RIAs, fiduciary standard, Certified Financial Planner, transparency, ethics, NAPFA, XY Planning Network, WorthyNest, Christian and Catholic parents, fee structures, investment management, core values, selection process, financial planning, investment process, personal investments, ongoing education, stability, satisfaction, dating, ideal match, financial advisor compensation, hire a financial advisorComment