Marriage, Kids And Money

Questions to Ask a Financial Advisor (Before Working With Them)

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Considering working with a financial advisor? Here are 5 questions to ask a financial advisor before working with them. Getting answers to these questions will help you become informed and empowered on your investing journey. Second, we’re back with our Net Worth Win segment. This month, we’re featuring Jackie Cummings Koski from the Catching Up To FI Podcast. Jackie has grown her net worth to $1.8 million by 54 years old. We’ll learn how she did it and what generational wealth means to her as a mother. Last, my son Calvin will be reading the month's review and I’ll quiz him with some money questions. We're talking about Women's History Month, net worth, and visiting Cancun! EPISODE RESOURCES: Sponsors + Partners + Deals FIRE for Dummies (book): https://amzn.to/41PHiS5 (affiliate) Jackie Cummings Koski (podcast): https://catchinguptofi.com MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build gene