Do you work with a financial advisor or planner? Share your experiences below! Thanks for tuning in!

I heard someone say to look for a person who is a good teacher too. Someone who will answer your questions thoroughly and not be condescending. I love this channel! So approachable & helpful 🌹

@Clevergirlfinance

2 жыл бұрын

Yes! So important! Thanks for sharing that awesome tip!

Loved this! Always straightforward and empowering

Thanks so much for this video. Many people have the wrong understanding of a financial advisor. I’ll admit, I did when I was younger. However, I got the opportunity to talk to a financial advisor at a luncheon one day and really understood the reason I needed one. I was 25 years old when I got one. I would advise others to really consider this if you are not strong with your finances. Thanks for sharing this information.

As a Certified Financial Planner (CFP) this is so helpful for clarity for people. Love this!

@Clevergirlfinance

2 ай бұрын

Thanks so much for being here!

This video came right on time! My wife and I have been thinking about finding a financial advisor for a few months now and this was very insightful. PS - video quality is great!!

@Clevergirlfinance

2 жыл бұрын

Yay so glad it was helpful! Thanks for tuning in!!

This vid came right in time! I am about to meet with my advisor during this week and I kept asking myself is it necessary but all the things you verbalized in this video is the exact reason why I need to speak with her.

@Clevergirlfinance

2 жыл бұрын

Now you can go in prepared! Yay!

This is EXACTLY what I asked for - thank you ladies! ♥️ Also, Bola, you look FABULOUS.

@Clevergirlfinance

2 жыл бұрын

Yay so glad you found it helpful and THANK YOU!

Very helpful :)

I extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.

@Clevergirlfinance

Жыл бұрын

Thanks so much for watching our video. We love that it was helpful for you. Be sure to subscribe to our channel so you can get notified when we go live and post new videos.

I have been asking myself this question for a while. I really want to learn more about investing and I'm currently reading your clever girl finance investing book. Pretty good information I am gathering from that. You really break it down anyway that I am able to understand. Love all of your videos.

@Clevergirlfinance

2 жыл бұрын

Yay so glad! Thanks for tuning in!

Tfs! All the way from 🇹🇹!

@Clevergirlfinance

2 жыл бұрын

Thanks for tuning in!

I’ve been hesitant to find one, but do think I should pull the trigger

@Clevergirlfinance

2 жыл бұрын

If you need the help! Def go ahead!

I’m 65, soon to be retired, solo, no children. I do not think i can afford $350/hr for a fee only advisor. Currently, I’m with Schwab’s intelligent portfolio but i need someone in my corner that i can rely on for investment guidance. Schwab’s intelligent portfolio only provides me with a retirement plan and works with me on budgeting but not investing.

Thank you for making this video!! This is super helpful advice. Just curious, but do you think “Vanguard personal advisers” may be a good option? I know some people recommend against advisers who are affiliated with a brokerage firm, but Vanguard is very reputable. Any thoughts on this?

@Clevergirlfinance

4 ай бұрын

Hi there - it's worth speaking to them if it's free. Keep in mind that you don't need to commit to anything - it's a simple conversation so you can gain insight. Vanguard is very reputable and has some of the best and lowest fee funds. :)

@sbeth2429

4 ай бұрын

Your advisor MUST be a FIDUCIARY

Do you have anyone that works in Australia that does what you do n the US. Female financial advisor please