Does Your Advisor’s Age Matter?
Finding a new advisor is all about seeking compatibility, and as much as investment philosophy and personality matter, age tends to be one of the factors that weighs heavily on the decision-making process. Donna and Nathan discuss how experience and relatability impact peoples’ choice when selecting a financial advisor. Also, on MoneyTalk, planning for the risks you won’t see coming, responsible use of credit cards for kids, and celebrity estate planning horror stories. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date…
The skinny
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