4 Questions to Ask Financial Advisors and Financial Planners: Value Investing In Your Car Episode 35
Today, we talk about what are 4 questions to ask financial advisors and financial planners.
I’m curious about everything so this leads to a range of reading and learning outside of value investing, finance, and investing.
In these Value Investing In Your Car episodes, we talk about some of these things and much more to help you become a better value investor faster.
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- Mental models
- When does value investing work best
- Where it works
- You get book reviews from everything I learn from
- I talk about the most important thing I learned in 2017
- How to learn faster
- The 4 most USELESS investing metrics
- If I could only use 3 investing metrics, what would they be
- And much more…
More content…
If you want to learn from the other episodes in this series, you can watch the entire playlist here.
Or remember, you can now listen to these episodes as a podcast by following the information here.
The podcast is now available on ALL major podcasting platforms on both Apple and Android.
Today, I give you 4 questions to ask any financial adviser or planner so you can tell fast whether you should work with them or not.
These will let you know fast whether this person has your best interest at heart or not
In the 18-minute video above, I tell you several reasons why it’s important to remember the ultimate goal when valuing any business.
In summary here are some of the things I talk about in the video are:
- What these 4 questions are
- How they can help you learn fast if you should be working with them or not
- How to tell if you can trust them or not
- Why I’ve turned down north of $250,000 from investors as of this writing
- Why I feel great about this decision
- And more…
Your thoughts
Did I miss something? What do you think of these questions to ask? Do you have any horror stories from you or people you care about getting ripped off as I did? Let me know in the comments below.
For reference to this post, see last week’s Value Investing In Your Car Episode 34.
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P.P.S. Another Masterclass student signed up and we started our live training and Q&A sessions. If you want to become a better value investor fast, make sure to check out our Value Investing Journey Masterclass. The special offer, available to only 6 more people, is five (5) FREE one on one training sessions with me. Plus you’ll get more than $2000 in value, courses, and other resources just for signing up for the Masterclass.