FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
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FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Heir Necessities
14 minutes
6 months ago
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questions You just found out you're a trust fund kid—congrats! But now what? In this episode of Heir Necessities, I'm cutting through financial jargon to give you the 5 questions you need to ask right away. The truth is, most new trust beneficiaries feel confused and powerless, even with a trust fund with multi-million dollars. Listen to the epsidoe to learn how to decode your trust document, build a t...
Heir Necessities
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
