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How Money Works


Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

Dec 2, 2021

Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for?

 

Read more and get additional financial resources here: https://maestrowealth.com/2021/12/02/ep-42-questions-people-ask-financial-advisors/

 

What we discuss on this episode: 

0:42 – Are you a fiduciary?

2:00 – How much are your fees?

4:13 – What is your investment philosophy?

8:51 – What will our relationship be?