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Do you know the right questions to ask your financial advisor? Are completely clueless when it comes to knowing what the correct answer to your questions should be? If you answered "yes" to any of those questions, then check out this episode of "The Jam" where, with the help of author, financial advisor and PeopleJam member Robert Pagliarini, host Bridget McManus gives you the five must-ask questions for your own financial advisor.
In this episode:
awesome :)
Very, very awesome Bridget. Good job. Brigita was crazy. You were cool, cute and hilarious as usual. What was on your shirt? Loved the singing and I love American Idol. Can't wait till the auditions come back on tv next tuesday. I've been waiting. Till tomorrow. Can't wait.
Bridget's Brigita sounds like the Johnny Cochran impression on South Park.
Brigita's voice shure does change a lot!
Great questions, Bridget!
The questions listed in this video seemed pretty common sense to me. Most every professional job, especially one that offers assistance to people (financial advice, lawyers, therapists, etc.) have organizations through which they are (or at least, they should be) certified. Every financial adviser should think it's a good idea to have a financial plan. If they thought it wasn't necessary, what is the point of their job? This video might be helpful to someone who has never given this a second thought, but it seems pretty basic to me.
This is an awesome video blog. I love how she points out how professional an financial planner should be. At least now I know what to look for, lol. Her red flags for a bad financial planner are true, and everyone should be aware. A financial plan is helpful in so many ways. I'd probably go to my father for financial help, since he's probably the wisest person I know, and he's not too keen on screwing his kids over.
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