We all want to know how to spend our hard-earned money well. When you’re not that savvy in managing your finances, you almost always tend to trust the first person who says they can help. In today’s Money Monday episode, Bill Bloom shares with us a few of the red flags we should look out for when working with a financial advisor because making sure you’re entrusting your finances to the right person is always of utmost importance.

Show notes:

[1:50] Are you comfortable working with an insurance agent?

[3:47] When they offer you only one company’s product

[4:38] When they don’t tell you how they get paid

[5:34] Are they fiduciary?

[6:40] When they take too long to respond

 **Connect with Bill Bloom**

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: https://www.linkedin.com/in/bloomfinancial/

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.