{"id":493,"date":"2026-01-12T08:00:36","date_gmt":"2026-01-12T08:00:36","guid":{"rendered":"https:\/\/smartmoneymaps.com\/?p=493"},"modified":"2026-01-12T08:00:36","modified_gmt":"2026-01-12T08:00:36","slug":"best-questions-to-ask-a-financial-advisor","status":"publish","type":"post","link":"https:\/\/smartmoneymaps.com\/?p=493","title":{"rendered":"Best Questions to ask a Financial Advisor"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/gAJnh-rqDsw\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>Questions to ask a Financial Advisor.<\/p>\n<p>Hope you enjoy the video and find a nugget or two of information to help you on your financial planning journey.<br \/>\n\u2014\u2014\u2014\u2014\u2014<br \/>\nMY WEBSITE<br \/>\n\u27a1\ufe0f https:\/\/www.kscholl.com<br \/>\n\u2014\u2014\u2014\u2014\u2014<br \/>\nSupport the channel &#8211; random referral links:<\/p>\n<p>\u27a1\ufe0f BLENDERS SUNGLASSES: Get $20 off your order of $50 or more:  http:\/\/rwrd.io\/dhqkw4a<\/p>\n<p>\u27a1\ufe0f Nice &amp; affordable WATCH STRAPS from StrapsCo:  https:\/\/strapsco.com\/?ref=161<\/p>\n<p>\u27a1\ufe0f My MAGNETIC COLLAR STAYS on Amazon:  https:\/\/amzn.to\/3q70ZPE<\/p>\n<p>\u27a1\ufe0f Hey! I&#8217;m using SoFi INVEST \ud83d\udcca to buy and sell stocks (and pieces of stocks) with ZERO fees. Open an Active Investing account with $100 or more and you&#8217;ll get $25 in stock.  Use my link:  https:\/\/www.sofi.com\/invite\/invest?gcp=0421e5e5-c276-4911-95e6-2959c7224a74&amp;isAliasGcp=false<\/p>\n<p>\u27a1\ufe0f STUDENT LOAN REFINANCE WITH SoFi:  https:\/\/www.sofi.com\/invite\/student-loans?gcp=4972425a-bd63-4c92-83ee-7dd55b8dade4&amp;isAliasGcp=false<\/p>\n<p>\u27a1\ufe0f 50% OFF QuickBooks Online Subscription for first 6 months:  https:\/\/refer.quickbooks.ca\/s\/kylescholl<br \/>\n\u2014\u2014\u2014\u2014\u2014<br \/>\n\u27a1\ufe0f Share this video with a friend:  https:\/\/youtu.be\/gAJnh-rqDsw<br \/>\n\u27a1\ufe0f Subscribe for more videos:  https:\/\/www.youtube.com\/channel\/UCALNmpTTj_wesfLs5gkvklw?sub_confirmation=1<br \/>\n\u2014\u2014\u2014\u2014\u2014<br \/>\nOTHER VIDEOS YOU MAY LIKE<br \/>\n\u27a1\ufe0f 10 Self Employed Tax Write-Offs:  https:\/\/youtu.be\/xz3N9wXPcxc<br \/>\n\u27a1\ufe0f Backdoor Roth IRA Conversion EXPLAINED:  https:\/\/youtu.be\/AYo1FmwW3GM<br \/>\n\u27a1\ufe0f Roth IRA Conversions EXPLAINED:  https:\/\/youtu.be\/Hzq9bcFnY0Q<br \/>\n\u27a1\ufe0f 2021 Tax Brackets &amp; Retirement Limits:  https:\/\/youtu.be\/CUniy-FZ2sY<br \/>\n\u27a1\ufe0f 2020 Retirement Account Limits:  https:\/\/youtu.be\/KwyME2yA3_8<br \/>\n\u27a1\ufe0f Tax Rates:  Marginal vs Effective Tax Rates:  https:\/\/youtu.be\/yVHk9obdti8<br \/>\n\u27a1\ufe0f Tax Bracket Management:  https:\/\/youtu.be\/L6lMJd2dXn0<br \/>\n\u27a1\ufe0f 401(k) &#8211; Roth 401k vs Pre-Tax 401k:  https:\/\/youtu.be\/4lfnZ4ba1kc<br \/>\n\u27a1\ufe0f 401(k) &#8211; How Aggressive Should it be:  https:\/\/youtu.be\/FSuJdc-Tw24<br \/>\n\u2014\u2014\u2014\u2014\u2014<br \/>\nTimestamps \/ Chapters:<br \/>\n0:00 &#8211; Intro<br \/>\n1:06 &#8211; What Questions Should I Ask?<br \/>\n1:50 &#8211; #1 How do you get paid?<br \/>\n4:32 &#8211; #2 Are you a Fiduciary?<br \/>\n6:08 &#8211; #3 What are my all-in costs?<br \/>\n8:03 &#8211; #4 What services do you provide?<br \/>\n9:52 &#8211; #5 What are your qualifications?<br \/>\n12:44 &#8211; #6 Why are you a Financial Advisor?<br \/>\n13:29 &#8211; #7 How will our relationship work?<br \/>\n14:40 &#8211; #8 How often will we communicate?<br \/>\n16:15 &#8211; #9 Why did your last two clients leave you?<br \/>\n17:36 &#8211; #10 &#8211; What happens when we stop working together?<\/p>\n<p>ABOUT ME \ud83d\udc47<\/p>\n<p>I&#8217;ve been involved in people&#8217;s financial decisions for 15+ years (7 yrs Real Estate experience &amp; 8+ yrs as a former Financial Advisor)&#8230;I now bring the financial successes, mistakes, failures, and best financial habits\/tips to you through these videos.<\/p>\n<p>My mission is to bring Financial Awareness to the forefront of your daily decisions so you can:  improve your quality of life, increase your net worth, and grow upon your financial literacy.  My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course&#8230;my experience as a Former Financial Advisor.<\/p>\n<p>This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.<\/p>\n<p>Subscribe if you are interested in:<br \/>\n#SelfEmployed<br \/>\n#1099Income<br \/>\n#FinancialPlanning<\/p>\n<p>DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.<\/p>\n<p>AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and\/or subscribe. However, this does not impact my opinion.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Questions to ask a Financial Advisor. 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