Mistakes When Choosing A Financial Advisor
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Release Date: 06/06/2024
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Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids. Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes...
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Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
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Our Story of Blending Families: Meet My Husband and Co-Host Jim
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of Widow Wisdom and Wealth, I, Donna, will introduce my co-host and husband, Jim. We’ll discuss Jim's experience as a widower, his divorce, and the recent passing of his first wife and we’ll also explore our own unique journey, including how we met and how we have balanced careers and family life. This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Through heartfelt stories and practical advice, this podcast offers hope and...
info_outlineChoosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make when they’re on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor and offers valuable insights for anyone in a similar situation!
Here are the points we discuss in today’s show:
0:00 – Intro
2:31 – Personal referrals and advisor specializations
7:00 – Asking how an advisor gets paid
11:11 – Communication style and succession plans
12:52 – Is bigger always better?
15:47 – Ethics and fiduciary responsibility
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube