Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Picking a financial advisor shouldn’t feel like a blind date with your retirement on the line—but for many people, it kind of does. You sit across the table, nodding along as they throw around words like “diversification” and “risk tolerance,” while you silently wonder if they actually get you—or if they just really like spreadsheets. The truth is, a good financial advisor should be asking the right questions, not just selling you a cookie-cutter plan.

On this week’s episode, we’ll help you figure out if your advisor is The One (financially speaking) by giving you six questions they should be asking—because if they’re not, it might be time to swipe left.

Show Highlights Include:

• Communication With Your Advisor (5:30)

• Can You Tell Me About Yourself (7:15)

• Talking About Your Pain Point (9:00)

• How Will You Use Your Assets (13:10)

• How Much Is Enough (15:45)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

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Six Questions Your Financial Advisor Should Be Asking You