What Questions Should I Ask My Financial Advisor?



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13 Comments on “What Questions Should I Ask My Financial Advisor?”

  1. Something that I don't understand is the way that Dave hates debt yet advises investing your money in stocks, bonds, and mutual funds. Investing your money, essentially, is giving your money to someone who in turn becomes indebted to you. The promise is to pay returns based on market fluctuations, yes, but that in of itself is debt, right?

  2. I met with a financial advisor who, before even continuing the meeting, asked 'have you read the Total Money Makeover?'

    'Uh.. yep. You're hired!'

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