Episode 9

Questions to Ask Financial Advisors - 2/22/25

Download Subscribe
00:00:00
/
00:52:54
RSS Feed Download (49.1 MB) Link with Timestamp

February 22nd, 2025

52 mins 54 secs

Link with Timestamp

Download MP3 (49.1 MB)

Your Host
Special Guest
Tags
uci family-run firm advisor fit financial guidance wealth management third-party managers fee-based advisor janesville wisconsin local advisor investment strategy money confidence financial literacy portfolio strategy value investing john berkley krista berkley uncommon cents investing retirement planning account management risk tolerance investment philosophy how to choose a financial advisor financial advisor questions

About this Episode

What should you ask before hiring a financial advisor? In this special episode, John Berkley welcomes Krista Berkley, a licensed advisor and family member with a slightly different business model, for a friendly but practical conversation about what truly matters when choosing someone to help manage your money. They break down key questions to bring into a first meeting—from investment philosophy and account rebalancing to risk tolerance and how your advisor gets paid.

Krista shares the importance of fit, transparency, and long-term strategy over trends or fancy plans. Plus, they highlight how different models (fee-based vs. commission, in-house management vs. third-party) can each serve a purpose depending on your goals. Whether you're new to investing or rethinking your current relationship, this episode helps you ask the right questions so you can make smart, confident decisions.