#29 - Finding the Right Financial Advisor: Guidance for Your Unique Financial Journey

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Is finding a financial advisor suitable for your unique financial circumstances leaving you overwhelmed?

Tune into this episode of The Simply Retirement Podcast with host Eric Blake and Wealth Manager Lyndsey Monahan as they discuss key considerations in hiring a financial advisor who has the skills and experience to provide effective advice based on your unique financial journey.  With decades of experience, Eric and Lyndsey weave in personal stories and professional guidance to assist you in sidestepping common pitfalls when searching for the right financial advisor. This episode focuses on a financial advisor and their firm having a structured, client-focused approach to assist women in feeling confident about their financial future.

 Key Highlights

• Finding the Right Financial Advisor: Eric and Lyndsey discuss essential qualifications and why understanding specific client needs is crucial
• Common Mistakes in Financial Planning: Discover frequent errors like improper account setups and lack of a will, and learn how to avoid them
• Blended Family Dynamics: Lyndsey shares insights into the unique financial complexities of blended families and strategies to manage them effectively
• Empowering Women: Understand the importance of approachable and inclusive advisors in engaging both partners in financial discussions
• Industry Challenges: A discussion on the lack of diversity in the financial advisory industry and its impact on female clients
• Important Questions to Ask: Key questions to ask potential advisors to ensure they are the right fit for your unique needs
• Advisor Roles: The necessity for advisors to collaborate with CPAs and estate planning attorneys for comprehensive financial planning
• And much more!

Episode Resources

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.