In this episode, Eric discusses when "doing it yourself" stops making sense and how to choose an advisor with his guest, Lena Nebel.

In this episode:

• Who needs a financial advisor and why
• Different types/specialties of financial planners
• How to find a financial planner
• Questions to ask when interviewing a financial advisor?
  • Does the advisor represent specific companies or products?
  • What gets done in-house as opposed to being outsourced?
  • How often would an advisor meet with you?
  • Who are the typical clients of the firm?
  • What are the costs of doing business?

Learn more about your ad choices. Visit megaphone.fm/adchoices