Episode Description
How do you know it’s time to bring in a professional? Kim and Emily dive deep into what it actually takes to prepare for, interview, and onboard with a Registered Investment Adviser, including the exact questions to ask about fiduciary duty, custody of assets, and fee structures—before you hand anyone the keys to your financial life.
What to Expect with an RIA
Episode Summary
Kim and Emily tackle a question they hear constantly: How do I know I’m ready to work with an advisor? The answer, they explain, isn’t a dollar amount. It’s a feeling, paired with the willingness to get organized. They walk through the prep work that comes before you ever pick up the phone, gathering statements, defining your goals, and figuring out your risk tolerance, so you walk into an interview knowing what you want instead of being talked into something you don’t. They also build out a full advisor checklist.
“I don’t know what I don’t know. That’s why you go to a professional.”
Podcast Description
Financial Strides is your practical guide to financial wellness, hosted by Kim and Emily from Woodley Farra Manion Portfolio Management. Each episode tackles real money questions with clear, jargon-free conversations designed to fit your life and your pace, helping you build confidence in your financial decisions one step at a time.
Woodley Farra Manion does not provide tax, legal or accounting advice. The material discussed in this podcast series is informational in nature and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to taking action related to this information.