Your Money Guide on the Side
Ep 15 - Should You Hire a Financial Advisor? (And 7 Things to Look For If You Do)
12 May 2025
This might be the most common money question I get, and maybe even the most important: Should I hire a financial advisor? And right behind it: If so, how do I find a good one?In today’s episode, I’m not giving you a yes or no answer (sorry, not sorry). Instead, I’m walking you through a three-part framework to decide if you need an advisor—skill, will, and time—and then I’m sharing seven real-world filters for choosing the right one if you do.Because the truth is:Working with a financial advisor might be one of the smartest moves you’ll ever make.Or it might be an expensive, unnecessary distraction.The difference lies in what you need and who you choose.We’ll talk about:The difference between CFP®, CFA®, CPA, and the rest of the alphabet soupWhat being a “fiduciary” really means (and doesn’t mean)The myth of market-beating promises (run from those)Fee models that make sense—and those that don’tWhy credentials are clues, but not the whole storyHow investing is often more about behavior than brillianceThe one question you must ask every advisor: “How do you invest your own money?”And yes, I even compare hiring a financial advisor to dating—because, honestly, it is. This episode won’t give you a rubber-stamped answer, but it will give you something far more valuable: a lens to look through so you can make the call yourself.🎧 Whether you’re DIY-ing your financial life or just trying to figure out if the grass really is greener with professional help—this one’s for you.If you enjoy the show, don’t forget to subscribe, leave a review, and share it with a friend who’s wondering if they should “talk to someone” about their money.📩 And as always, you can sign up for the free newsletter at tylergardner.com for more clear, action-oriented financial education.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast