PharmD Money
PharmD Money, hosted by Certified Financial Planner practitioner Derek Delaney, brings relevant financial education and entertainment to the pharmacist community. Visit www.pharmdfp.com for more information on the show, PharmD Financial Planning LLC, and Derek.
PharmD Money
Ep 74: Should I Fire My Financial Advisor?
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Derek Delaney
2022 has been a wild year. Investment markets are dropping and our economy seems like it's heading straight into a recession. For many people, these concerns are exactly why they hired a financial advisor to begin with. They wanted someone to help them monitor, maneuver, and lead through difficult times.
However, financial consumers all over the country are starting to realize that as difficult times continue, their advisor is nowhere to be found. This is leading many to ask the question, "Should I Fire My Financial Advisor"?
In this podcast episode, Derek talks about how you should go about making this decision and some key questions you should be asking during your evaluation process.
Enjoy the episode!