Episode Details

Back to Episodes
Do I need a financial adviser? Probably. But how do I pick one?

Do I need a financial adviser? Probably. But how do I pick one?

Episode 155 Published 4 years, 11 months ago
Description

Peter "Pete the Planner" Dunn says most people need a financial adviser at some point in their lives to make sense of their investments, insurance, retirement accounts and more.

But as host Mason King has experienced, figuring out what type of adviser to hire and then which one to hire can be tough. So Dunn explains what to look for and how to choose.

You can read more financial advice from Dunn at IBJ.com.


Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us