Podcast: All About Financial Advisors with Douglas Boneparth
Published: Nov 07, 2018
• Updated: Jun 09, 2026
Douglas Boneparth, the coauthor of The Millennial Money Fix, tells us what to look for in a financial advisor (and what to avoid).

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We all need advice from time to time. But when do you need a financial advisor?
There are financial advisors for everyone, from middle-class Joes to multimillionaire Jills. But how do you know if your advisor is serving your best interests? Trusting someone with your money is no joke.
How do you know what to look for?
Douglas Boneparth, the coauthor of The Millennial Money Fix, tells us what to look for in a financial advisor and what questions you should ask.
Thanks for listening to Teach Me How to Money. Send us your questions at [email protected] and we’ll try to answer them in our future episode.
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