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Making Money Fun

Making Money Fun

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July 15th 2016:Questions to Ask a Financial Professional

You wouldn’t hire a new employee without interviewing them but all too often I hear stories about people who hired a financial professional before asking them questions like What’s your investment style? How do you get paid? What’s your educational background? If they can’t answer these (and other) questions, they may not be the right person for you. In this episode, I will answer the most common questions that you should ask before hiring a financial professional.

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Featured Guest

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LouAnn Lofton

LouAnn Lofton has been with The Motley Fool since January 2000, first as a writer, later as the managing editor for all of the Fool's online content, and currently as a contract writer and editor. Her book Warren Buffett Invests Like a Girl: And Why You Should, Too was published in June 2011, and debuted at number five on the Wall Street Journal’s business best-sellers list. As a largely self-taught investor and a believer in taking the long-term view, her interests and portfolio lean towards owning stocks she can easily understand and then holding onto them forever. She's also a Berkshire Hathaway "B" shares shareholder, and has no plans to sell that stock ever. (Mr. Buffett would be prou
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