A Financial Advisors Most Frequently Asked Questions
Financial Advisor’s Most Frequently Asked Questions
In this episode, I address my most frequently asked financial questions. Join me to find the answers to questions that keep you up at night!
What should I do with my cash? This is by-far my most asked question and changes depending on the market conditions.
Finding a good CPA
Health Insurance - are there cheaper options out there?
Buying a car and getting the best rate on your loan - listen in to hear how to get a low rate AND cut your time at the dealer.
Should you loan or invest with a friend or family member?
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Links mentioned in this episode:
Time Stamps
00:53 Maximizing Your Savings: High Yield Accounts Explained
03:37 Finding a Good CPA: Navigating Tax Preparation
07:35 Health Insurance Hacks for the Self-Employed
11:59 Car Buying Tips: Leasing vs. Buying and Financing Strategies
15:21 Navigating Family Loans: Should You Lend?
17:40 Investing in Startups: A Cautionary Tale
19:38 Wrapping Up: Achieving Financial Freedom
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.