7 things to look for when seeking financial advice

Money Making Sense

7 things to look for when seeking financial advice

Clean

Published on Apr 5, 2023, 1:00:00 AM
Total time: 00:22:30

Episode Description

Historical stories can teach people how to invest better.  That's according to Patrick Huey, the owner of Victory Independent Planning.  Huey says one lesson we have not learned is "making more money creates inflation."  The adage comes from a story 600 years ago about mathematician Copernicus in his book "History Lessons for the Modern Investor."

Huey also discusses his 7-Pillars of Financial Wisdom when searching for the right financial advisor for you.

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Be sure to email Heather your questions and request topics you'd like her to cover here.

 

More about Money Making Sense

The goal of Money Making Sense, a 4-time People's Choice Podcast Award finalist, is to help you find more financial peace.  Host Heather Kelly and guest experts focus on personal finances and analyzing family decisions.  The show discusses vacationing on a budget, how money affects relationships, retirement savings, reducing household expenses, and the financial impact of owning pets.  Along with celebrity interviews from the Sundance Film Festival and FanX Salt Lake focusing on finances.  Money Making Sense will give you practical ideas on how to improve your bottom line.