Q&A: How Do I Find A Financial Advisor?

Q&A: How Do I Find A Financial Advisor?

Author: Personal Finance Q&A April 10, 2024 Duration: 27:31

A listener asks: What combination of letters should I be looking for as I’m trying to find some kind of financial advisor / tax planner / some-title-I-don’t-actually-know?

This episode talks about the financial planning industry generally and walks through five places you might look for holistic, proactive advice.

https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&

https://www.cascade.cpa/



Get full access to Diana Richey at dianarichey.substack.com/subscribe

Money doesn't have to be a mystery or a source of anxiety. The Diana Richey Podcast exists to dismantle that barrier, transforming personal finance from a distant, jargon-filled subject into a practical and approachable conversation. This show operates on a simple, powerful premise: your real questions drive every discussion. Instead of abstract theories, you'll hear direct, thoughtful answers to the financial puzzles that actually keep you up at night-whether it's about starting a budget, understanding credit, investing your first $100, or navigating a career change. Diana Richey cuts through the noise with clarity and empathy, making complex topics feel relevant to your daily decisions. It’s a resource that grows with you, covering the spectrum from foundational money habits to more advanced wealth-building strategies, all framed within the categories of business, education, and self-improvement. By tuning in, you join a community learning to speak the language of finance on their own terms. Each episode of this podcast builds confidence, offering actionable steps that connect financial health to overall well-being, proving that managing your money is fundamentally about managing your life.
Author: Language: English Episodes: 29

The Diana Richey Podcast
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