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YFP 404: 5 Key Questions to Ask Before Hiring a Financial Planner

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Manage episode 478760852 series 1474130
Content provided by Tim Ulbrich and Tim Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Ulbrich and Tim Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tim Ulbrich, PharmD, and Tim Baker, CFP®, break down how to find the right financial planner—covering what planners really do, how they’re paid, and the questions to ask—so you can move forward with clarity and confidence.

This episode is brought to you by First Horizon.

Summary

Not sure who to trust with your finances—or if you even need a financial planner? In this episode, Tim Ulbrich, PharmD and Tim Baker, CFP® dive into what a great financial planner does beyond providing investment advice, and how they can help you navigate life’s financial twists and turns.

Tim and Tim explain the different types of planners, how to spot someone working in your best interest, and the key questions to ask before hiring one. Plus, they break down common fee structures (like AUM, flat-fee, and hourly), the importance of the CFP® designation, and how to evaluate the return on your planning relationship.

Whether you’re hiring a planner for the first time, reevaluating your current setup, or just exploring what’s out there, this episode will give you the clarity and confidence to take the next step.

Mentioned on the Show

  continue reading

717 episodes

Artwork
iconShare
 
Manage episode 478760852 series 1474130
Content provided by Tim Ulbrich and Tim Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Ulbrich and Tim Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tim Ulbrich, PharmD, and Tim Baker, CFP®, break down how to find the right financial planner—covering what planners really do, how they’re paid, and the questions to ask—so you can move forward with clarity and confidence.

This episode is brought to you by First Horizon.

Summary

Not sure who to trust with your finances—or if you even need a financial planner? In this episode, Tim Ulbrich, PharmD and Tim Baker, CFP® dive into what a great financial planner does beyond providing investment advice, and how they can help you navigate life’s financial twists and turns.

Tim and Tim explain the different types of planners, how to spot someone working in your best interest, and the key questions to ask before hiring one. Plus, they break down common fee structures (like AUM, flat-fee, and hourly), the importance of the CFP® designation, and how to evaluate the return on your planning relationship.

Whether you’re hiring a planner for the first time, reevaluating your current setup, or just exploring what’s out there, this episode will give you the clarity and confidence to take the next step.

Mentioned on the Show

  continue reading

717 episodes

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