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How to Choose the Right Financial Advisor
May 02, 2023
00:00
09:55
Listen on Your Favorite App
Looking for a trusted financial advisor to manage your money? In this podcast episode, Lena offers a guide to choosing the right financial advisor for you.
Topics covered:
- Different types of financial advisors:
- National, Regional and Digital advisors
- Fee-only vs. fee-based financial advisors
- Low fees matter to 99% of investors
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Meet Your Host
After graduating from the University of Arizona, I joined Teach for America, a nonprofit organization that places college graduates in low-socioeconomic schools across the country. I spent two years teaching first grade in North Las Vegas while earning my master’s degree in education from the University of Nevada, Las Vegas. I’m on a mission to provide a better investing experience for today’s investors. In March 2021, I joined Sensible Portfolios, a low-fee Registered Investment Advisor (RIA) founded by my father. It’s a family business and we treat our clients like family too.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.
