Radio Show #18: The Role of a Financial Advisor
There are often misconceptions when it comes to financial advising, but knowing the role of an advisor and how to find one that fits you will help ease many of the questions or concerns people might have. In this week’s show, Chris and Scott share insights on common misconceptions about financial advisors, the importance of trust, and lessons learned from the financial mistakes of celebrities and athletes.
We’ll share stories of how people, like well-known professional athletes and entertainers, have acquired large amounts of wealth but without the proper advising, they ran into some financial issues that could have been avoided. The pair also discuss some good traits to look for in an advisor because not every advisor is the same. Finding one that aligns with your needs and financial goals makes a significant difference so let’s talk about what to focus on.
Here’s some of what we discuss in this episode:
• Some common misconceptions that people have when they’re looking for a financial advisor.
• How to handle people coming out of the woodwork when you gain large amounts of wealth.
• The difference between an independent financial advisory firm and a big box corporation.
• Stories about people who have received bad financial advice.
• Tax considerations when estate planning.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
