March 13, 2025 • 28 mins
What questions should you ask before entrusting your finances to an advisor?
Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you're a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow.
Nick breaks it down with humor and honesty, so you don't end up with regrets.
This installment of Un Eff Your Finances highlights:
(04:36) What is a fiduciary?
(06:05) How advisors get paid and why it matters
(11:09) Why knowing your advisor's qualifications upfront saves headaches
(12:06) The real deal on financial planning licenses
(15:14) A philosophy that stands the test of financial time
Connect with Nicholas St. George:
St. George Wealth
LinkedIn: Nicholas St. George
Facebook: Nicholas St. George
Phone: 828-481-8836
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