Whose handling your money? Karen Keatley, Founder of Keatley Wealth Management, gives us a roadmap on what to look for when researching a good financial advisor. The thought of putting your life’s earnings into someone else’s care can be daunting, to say the least. Many women find themselves single or widowed and suddenly facing the awareness they let their spouse manage their finances, and feel overwhelmed with the task of planning for their future.
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In this Episode...
Are you good at running your business, but not so great at money matters? We feel you. We can’t be experts at everything!
Would you represent yourself in court if you are not a lawyer or perform your own surgery? Sometimes, you need to let the pros do their work, but not all financial advisors are alike and there are some that may not truly have your best interest at heart. Find out why.
Karen cuts right to the chase and gives us the lowdown on what to look out for:
- Why you want to look for a fee-based advisor.
- The significance of the various titles and education to look for in an advisor.
- How an advisor educates and talks to you.
Money matters are an important topic for most of us. Tune in and get ready to take notes.
To find out more about Karen:
Books Karen recommends:
- Serious Money, by Richard Ferri
- The Investment Answer Book, by Dan Goldie
- Simple Wealth – Inevitable Wealth, by Nick Murray
To find a certified Finacial Planner:
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