6 Questions to Ask Your Financial Advisor (Before You Trust Them With Your Money) (EP#20)

Download your FREE Questions To Ask Your Service Provider Guide. Get the answers you need by asking the right questions to your banker: herfinancialfreedom.net/questionstoaskyourbanker

How to challenge your financial advisor: A full breakdown.

67% of women don't feel understood by their financial advisors.

Studies show we receive worse advice, are spoken to less in meetings, and more often steered toward costly funds — even when we signal high confidence and high risk tolerance.

This isn't a you problem. It's a system problem.

And today I'm fixing it.

In this solo episode I walk you through exactly what to ask your financial advisor so you walk in prepared, confident, and in control.

What you'll learn:

- Why they must understand your goals before recommending anything
- How to pressure-test their investment strategy
- Which documents to always request
- How to decode every layer of fees
- What kickbacks are — and why you need to ask about them
- How to make sure you're in the most cost-efficient products

💬 Have you ever walked out of a financial advisor meeting with no idea what just happened?

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