Episode 329 - The Art of Choosing a Financial Advisor
Built For Life, Not Just Wealth
Release Date: 12/01/2025
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Built For Life, Not Just Wealth
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Built For Life, Not Just Wealth
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Episode 335 - Navigating the Risks of Over-Concentrated Stock Positions
Built For Life, Not Just Wealth
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Built For Life, Not Just Wealth
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Episode 333 - Why Does It Feel Like Financial Planning is a Moving Target?
Built For Life, Not Just Wealth
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Episode 332 - Holiday Reflections: What Truly Matters
Built For Life, Not Just Wealth
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Episode 331 - Your Financial Plan: Organize & Prioritize
Built For Life, Not Just Wealth
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Episode 330 - Are You Planning Financially Backwards?
Built For Life, Not Just Wealth
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the common pitfalls of linear financial planning, emphasizing the importance of understanding personal values and future aspirations. They advocate for a future-first approach to financial planning, which allows individuals to align their financial decisions with their life goals, ultimately leading to a more fulfilling and less stressful financial journey. Check out our website: beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: Check out our Instagram: Ryan...
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Episode 329 - The Art of Choosing a Financial Advisor
Built For Life, Not Just Wealth
In this episode of Beer and Money, Alex Collins discusses how to find a financial advisor, what to look for in an advisor, and the key questions to ask during the selection process. He emphasizes the importance of understanding advisor credentials, the advisor's process, and the value they can bring to clients. The conversation aims to equip listeners with the knowledge needed to make informed decisions when seeking financial advice. Check out our website: beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: Check out our Instagram: ...
info_outlineIn this episode of Beer and Money, Alex Collins discusses how to find a financial advisor, what to look for in an advisor, and the key questions to ask during the selection process. He emphasizes the importance of understanding advisor credentials, the advisor's process, and the value they can bring to clients. The conversation aims to equip listeners with the knowledge needed to make informed decisions when seeking financial advice.
Check out our website: beerandmoney.net
Find us on YouTube: https://www.youtube.com/@beerandmoney
Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now
Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw
Ryan Burklo’s LinkedIn profile: https://www.linkedin.com/in/ryanburklo/
Alex Collin’s LinkedIn profile: https://www.linkedin.com/in/alexandercollins/
For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo
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Takeaways
Finding an advisor can be done through AI tools, online searches, and personal recommendations.
It's crucial to understand the biases of those giving financial advice.
Financial advising should be an ongoing process, not a one-time event.
Look for an advisor who asks questions and understands your personal financial situation.
Understanding the advisor's credentialing is essential for making informed choices.
Be wary of unlicensed individuals providing financial advice.
Ask potential advisors about their motivations and target clients.
Ensure the advisor's services align with your financial needs.
Inquire about the advisor's succession plan and team structure.
A good advisor should articulate their value and how they can help you.
Chapters
00:00 Finding the Right Financial Advisor
04:33 Understanding Advisor Credentials and Processes
09:50 Key Questions to Ask Potential Advisors
14:26 The Value of Financial Advisors