How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit

How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit

From Protect Your Assets by Protect Your Assets | Cumulus Media San Francisco

February 18, 2026 · 36 min

About this episode

David Hollander discusses how to choose a financial advisor and the important questions to ask before making a commitment.

Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person?  In this Valentine’s Day special of  Protect Your Assets , David Hollander, The Sandman, explains why hiring a financial advisor is a lot like dating. Chemistry and trust matter, and asking the right questions upfront can help you avoid costly mistakes later.  David covers the number one mistake people make when hiring a financial advisor, why focusing only on past performance can be misleading, and the key difference between a fiduciary and a suitability standard. He also discusses how to evaluate credentials, understand advisory fees, and determine whether an advisor truly aligns with your long-term retirement income and tax strategy.  You can send your questions to  questions@pyaradio.com  for a chance to be answered on air.   Catch up on past episodes:  http://pyaradio.com     Liberty Group website:  https://libertygroupllc.com/    Attend an event:  www.pyaevents.com  &nbsp…

People in this episode

Host: David Hollander

Topics covered

  • financial advisor
  • retirement planning
  • fiduciary vs suitability
  • investment strategy
  • financial mistakes

Keywords

  • financial advisor
  • retirement
  • fiduciary
  • investment
  • advisory fees
  • credentials
  • trust
  • chemistry

Mentioned in this episode

Organizations: Protect Your Assets, Cumulus Media San Francisco, Liberty Group, PYA Radio

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