8 Questions Every Advisor Should Be Able To Answer



Topics: 8 questions every advisor or investment professional should be able to answer.

– David (Nashville, TN) is researching a home business opportunity.

– Dolores (Jackson, MI) signed up for Upwork and asks about how taxes are reported.

– Michael (Alameda, CA) found his FICO Score is not what he thought it would be.

– Mary has an old 403b to do something with.

Links mentioned on the show:

XYPlanningNetwork –

Garrett Planing Network –

NAPFA –

FICO Score Version:

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