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Wealth Strategy

Wealth Strategy

Auteur(s): ELC Advisors
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À propos de cet audio

A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, health and happiness.

Copyright 2025 All rights reserved. Finances personnelles Économie
Épisodes
  • Questions to Ask a New Financial Advisor

    Questions to Ask a New Financial Advisor
    Aug 28 2025

    Our firm:

    https://www.elcadvisors.com/

    Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals:

    1. What are your qualifications and credentials?
    2. How do you get paid?
    3. Are you a fiduciary?
    4. What is your investment philosophy?
    5. How will you help me achieve my specific financial goals?
    6. What services do you provide?
    7. How often will we communicate, and how?
    8. Can you provide references or examples of past client success?

    These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.
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    9 min
  • 10 Tips for Money

    10 Tips for Money
    Aug 22 2025

    Digging deep into the best money tips out there on this one.

    If you need a financial advisor, consider contacting us at:

    www.elcadvisors.com
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    12 min
  • Investing Myths

    Investing Myths
    Aug 22 2025

    Everyone thinks they have the secret to investing. I'm here to talk about a few of the myths that are often perpetuated.
    Voir plus Voir moins
    13 min
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