Bargaineering » Ask the Mole: CNNMoney's Undercover Financial Planner

Ask the Mole: CNNMoney’s Undercover Financial Planner

Posted By Jim On 05/02/2008 @ 1:26 pm In Investing | 1 Comment

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I had a lackluster experience with an alleged financial planner and I’ve read many articles detailing how you should find a financial planner, what you should ask him or her, and everything else you need to do to make sure you don’t a raw deal in the process. I’m sure many of you have read those same articles warning you about how you need to find fee-only financial planners or sleep on their advice. Well, I wanted to highlight a columnist at CNNMoney called “the Mole.” The Mole is an actual practicing financial planner who gives you the full skinny on what you should do to get the right financial planner.

Here are the one’s I felt were valuable reads:

When you should dump your adviser ^[3] – some red flags that your financial adviser isn’t up to snuff.
Are investment newsletters worth it? ^[4] – “You’d be much better off just throwing the money in the nearest dumpster than buying these newsletters and risking a big chunk of your nest egg in following the newsletters’ advice.” (he’s very honest)
What a good financial adviser should be doing for you ^[5] – Discussion on the various aspects financial advisers should help you with.
Four good questions to ask your adviser ^[6]
What your adviser doesn’t know might hurt you ^[7]

You can find all of The Mole’s articles here ^[8].

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[3] When you should dump your adviser: http://money.cnn.com/2008/02/12/pf/ask_the_mole.moneymag/index.htm?postversion=2008022709

[4] Are investment newsletters worth it?: http://money.cnn.com/2008/03/26/pf/funds/Ask_the_mole.moneymag/index.htm?postversion=2008032712

[5] What a good financial adviser should be doing for you: http://money.cnn.com/2008/04/22/pf/ask_the_mole.moneymag/index.htm?postversion=2008042306

[6] Four good questions to ask your adviser: http://money.cnn.com/2008/01/29/pf/mole.february.moneymag/index.htm?postversion=2008013010

[7] What your adviser doesn’t know might hurt you: http://money.cnn.com/2008/03/12/pf/ask_the_mole.moneymag/index.htm?postversion=2008031311

[8] The Mole’s articles here: http://money.cnn.com/magazines/moneymag/themole/

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