meta_pixel
Tapesearch Logo
The Rachel Cruze Show

9 Questions to Help You Choose the Right Financial Advisors

The Rachel Cruze Show

Ramsey Network

Education, Investing, Business, Self-improvement

4.83.6K Ratings

🗓️ 17 January 2025

⏱️ 10 minutes

🧾️ Download transcript

Summary

💵 Start your free budget today. Download the EveryDollar app!   When you have questions about money, it’s important to ask someone you can trust. That’s why in today’s episode, I’m sharing the three types of financial pros you need, plus three questions to help you choose the right pro for you.   Next Steps:  🛡️ Find financial services you can count on with RamseyTrusted.    Connect With Our Sponsors:  🏥 Learn more about Christian Healthcare Ministries.  🔒 Get 20% off when you join DeleteMe.   Listen to More From Ramsey Network:  🍸 Smart Money Happy Hour  🎙️ The Ramsey Show    💸 The Ramsey Show Highlights  🧠 The Dr. John Delony Show  💰 George Kamel  💼 The Ken Coleman Show  📈 EntreLeadership    Ramsey Solutions Privacy Policy  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

So managing money comes with a lot of personal responsibility. That's why it's called personal

0:10.4

finance. In parts, though, when it comes to our money, are very, very complicated. And it could

0:16.3

end up costing you thousands of dollars if you don't know the right way to do things or have the right

0:22.6

people in your corner. Because again, personal finance is a lot about common sense building habits,

0:27.5

but there's these little pieces of it that can get really complicated, really fast. So that's why

0:32.1

I recommend working with a pro because part of building wealth is getting into those complicated

0:37.0

areas and making sure that

0:38.1

you're doing it correctly. And people that live and breathe this stuff in these specific

0:42.7

areas are going to be able to help you. So today I'm going to share three financial pros

0:47.6

that you need in your life and three important questions to ask each of them to determine

0:53.1

if they are a right fit for you. Now, before we

0:55.8

begin, make sure to subscribe and share this episode with a friend who you think may find this

1:00.6

useful. All right, first up is real estate. So finding a great real estate agent is something I

1:07.6

recommend because when it comes to your house, it is going to be for most people

1:12.0

the largest purchase you ever make. And if you sell your house, hopefully it has gone up in value.

1:17.3

So you're going to have some equity there. You want to make sure that you're selling it in the

1:21.4

right way for the best price. So anything dealing with real estate, I usually recommend always

1:26.5

hiring a real estate agent to help you

1:29.1

in this process for both selling and buying. So if you are working with a real estate agent,

1:34.6

you start interviewing a couple, here are some questions that you can ask them. Ask them how many

1:39.1

houses they have sold in the last year because that's going to give you a great indicator

1:43.9

on how much

...

Transcript will be available on the free plan in -74 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from Ramsey Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ramsey Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.