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In this episode, we ask:

• Would you like to listen to last week’s series kickoff, Episode 330?
• Do you share similar lifestyle choices?
• Do you share similar outcomes?
• Who is on your side?
• What does a Certified Public Accountant do?
• What does an estate planning attorney do?
• What does an insurance agent do?
• What does a mortgage broker do?
• What does a real estate agent do?
• What does a portfolio manager do?
• What should we watch out for?
• Who is on your side of the table, helping you meet your goals?
• What does a Certified Financial Planner (CFP) do?
• Who should care the most about your money?
• What makes building a money team easier?
• What are some of the characteristics that you want to look for?
• What core qualities should a money team candidate exhibit?
  • Do they show trustworthiness?
  • Do they act in your best interest?
  • Do they demonstrate good communication skills?
  • Can they explain complex concepts in a way that makes sense?
  • Do they have empathy and understanding?
  • Do they have patience?
  • Do they believe we have agency in our life?
  • Do they have a growth mindset?
  • Are they committed to continuous learning?
• What are the red flags or things to watch out for?
  • How does it feel working with this person?
  • Do they withhold information?
  • Is there a lack of transparency in their fees or costs?
  • Are they exerting high pressure sales tactics?
  • Are they forcing you to make quick decisions?
  • Are they hard to reach?
  • Are they always available?
  • Do they shame you or intimidate you?
  • Are they offering to “handle it”?
• Would you like to hear Episode 122?
• Would you like to hear Episode 159?
• What about family finance?
• What about money stress?
• What about a family cash reserve?
• What about coordination and resiliency?
• What about open and honest family conversation?
• What about the budget?
• What about playing educational money games?
• What about celebrating milestones?
• Would you like to hear an example?
• Who needs an estate plan?
• What are your dreams, hopes and desires?
• What are the key elements of a good estate plan?
• What about some case studies?
• Who is involved with you in your money?
• What are some practical steps to take?