Podcast Episode 3: Questions to Ask When Choosing a Financial Advisor

Episode 3 focuses on the types of questions you should be asking when choosing a financial advisor. 

Maybe you don’t have a financial advisor yet. Maybe you’ve often wondered what questions to ask when talking about planning for Retirement. Do you know what fiduciary means? Should you have long-term care insurance? Join Carolyn Fleury, Wealth Management Specialist at Merrill Lynch, and me as we address eight important topics you do not want to overlook.

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About our Episode Guest

Carolyn Fleury

Wealth Management Specialist
Merrill Lynch
carolyn.fleury@ml.com
402-496-5134