Unpack Your Financial Baggage Conversations with Lou Melone, CFP®
“There is a lot of anxiety for anyone looking for a financial planner. This podcast can serve to alleviate the anxiety and provide a blueprint to selecting a financial advisor,” said R.J. King, DBusiness magazine, DBusiness Daily News, Tech and Mobility News, Detroit 500, and Michigan Makers editor.
AUBURN HILLS, Mich. (PRWEB) October 18, 2022
Lou Melone, CFP®, Melone Private Wealth’s Managing Member, and DBusiness magazine, DBusiness Daily News, Tech and Mobility News, Detroit 500, and Michigan Makers editor R.J. King have launched a new episode of the podcast: Unpack Your Financial Baggage. The new podcast episode addresses the four criteria everyone should consider when choosing a financial advisor.
The four criteria when evaluating a financial advisor are team, firm type, planning strategy, and compensation model.
“There is a lot of anxiety for anyone looking for a financial planner. The anxiety can stem from: fear of selecting the wrong person, not knowing the types of credentials people have, the financial world’s endless supply of buzzwords, the sheer volume of choices, everyone around them ‘knowing someone,’ guarantees from so many people, the current economy and the list just seems to go on and on. This podcast can serve to alleviate the anxiety and provide a blueprint to selecting a financial advisor,” stated R.J. King.
The discussion includes topics such as client vs. customer, the quantitative value of a financial advisor, the fiduciary standard some advisors adhere to, the different credentials advisors have, a list of ten questions to ask a potential financial advisor and much more.
After listening to this podcast an individual will have a thorough understanding of the criteria, the questions to ask, and an understanding how the financial industry works. The listener should be able to conduct a search for a financial advisor who fits their needs.
“Perhaps one of the most important decisions anyone can make for their future is who creates their financial plan. Your retirement, family planning, and legacy should be managed by someone you trust. This podcast gives you the criteria to evaluate advisors and to find a trusted financial advisor, Lou Melone CFP®.
The next episode launches soon and will review the financial planning topic Building the Portfolio for Retirement to Match Your Plan and How to Take Withdrawals So Your Money Outlives You.
