Craft Advice Podcast

Hosted ByJack Csenge & Sean Moneypenny

Personal finance often gets stuck in the minutia. How much you spend on coffee or dinner are small details in the grand scheme of things. Craft Advice is focusing on large financial decisions. From investing in real estate to choosing a financial advisor, we want to highlight the large financial decisions investors make and how to work through them effectively

Choosing a Financial Advisor (EP.2)

So let’s say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it’s time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today’s episode include: What Type of Advisor You Need Financial Advisor vs Salesman Advisors Backgrounds How Many Hats an Advisor May Wear Independent vs Employee AdvisorsJoin Jack & Sean today as they talk through some of the key things to look for when evaluating an advisor.

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