More for Your Money

Episode 9: Questions to Ask Financial Advisors - 2/22/25

February 22nd, 2025  |  52 mins 54 secs

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

John Berkley is joined by his daughter and fellow financial professional Krista Berkley for a conversational and insightful episode focused on empowering listeners with the right questions to ask when meeting a financial advisor. Whether you’re just getting started or considering switching firms, Krista and John share their perspectives on investment philosophy, risk tolerance, how accounts are managed, and why fit and communication matter more than flashy sales pitches. This episode is all about giving you more confidence when choosing who to trust with your money.