Are you asking the right questions for yourself and your financial goals? When you first begin looking for a financial advisor, there are some things you should be asking yourself. In this episode, Malcolm Ethridge is joined by Malcolm Hodge, strategic sourcing manager at Microsoft. Malcolm puts Malcolm in the hot seat, asking questions he … Continue reading Episode 3 – Are You Asking the Right Questions of Your Financial Advisor? — with Malcolm Hodge →
3. Are You Asking the Right Questions of Your Financial Advisor with Malcolm Hodge
- Duration: 37:27
- Malcolm Ethridge
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Malcolm Ethridge
Malcolm Ethridge is a CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd. His areas of expertise include retirement planning, investments, tax planning, insurance, equity compensation, and other executive benefits. He leverages that expertise to help senior managers and executives in tech make sense of some of the most complex financial situations that working professionals tend to face.
Disclosures:
The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE
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