Episode 85

Finding the Right Fit: Key Questions to Ask Your Financial Professional - 08/08/2026

August 8th, 2026

52 mins 50 secs

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retirement income planning strategies rock county wealth management advisor audition process value investing benchmarks in-house portfolio management investment risk tolerance review janesville retirement planning independent fiduciary advice financial advisor interview questions

About this Episode

Join John Berkley and Krista Berkley for an insightful discussion on finding the right financial partner. They explore the "advisor audition," highlighting essential questions regarding investment philosophy, risk management, and performance benchmarks. Discover the benefits of working with local, independent fiduciaries who prioritize your goals.