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Afraid To Meet With a Financial Advisor? Here’s How the First Meeting Goes – 2GYM 057

December 4, 2013 by Average Joe 1 Comment

Never met with a financial advisor and worried about what will happen? OG & Joe pull back the curtain this week and show you how the meeting SHOULD go while cautioning you against how it MIGHT go.

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Show Notes

<> Open

<> Amazon.com – Hunting for gifts this holiday season? If you’re shopping on Amazon.com, how about using the 2 Guys & Your Money Amazon link? You’ll still get the same great Amazon deals while also helping the show. Thanks! Here’s the link.

<> Meeting With a Financial Advisor For The First Time

What questions should you ask? What should you expect? What SHOULDN’T you expect? Joe & OG have a discussion (and a few disagreements) about that first meeting and how to choose an advisor.

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Filed Under: Podcast Tagged With: finance, Financial adviser, first meeting, Planning, review

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