069 How to Choose the Right Financial Advisor with Gordon Bernhardt

Today on Mastering Midlife:

●     What young adults should be thinking about financially.

●     The five key financial things that need to be addressed.

●     What an Umbrella Policy is and its benefits.

●     What people need to look for in a wealth manager.

●     The experts you need to consider for you or your loved ones.

●     His investment style and how their company does it.

Gordon joins me today to provide expert advice regarding financial planning and describe the financial factors that young adults should consider. He discusses the importance of listening to advice from other people and shares five key things about finances young people should look into. Gordon also explains the importance of knowing which investment medium fits your goals better.

  

“When it comes to our own things, sometimes we don't think through them like we should.” - Gordon Bernhardt

MM060 Gordon Bernhardt.jpg

Gordon Bernhardt is the President and CEO of Bernhardt Wealth Management, a firm that provides financial strategy and wealth management services to affluent persons, families, retirees, as well as business owners. He is also the author of the Profiles in Success, a series that focuses on the stories of business leaders around the Washington, DC area. Gordon is a Certified Financial Planner, an Accredited Investment Fiduciary, and a Board Member of the University of Virginia Cornerstone Society.

Gordon Bernhardt’s Words of Wisdom:

●     Trust is important in any relationship we have.

●     The financial industry does not incentivize professionals to act in the best interest for their clients.

 Resources Mentioned:

●     060 I WHAT WALKING OVER 600 MILES TAUGHT WEALTH MANAGER AND CEO GORDON BERNHARDT

●     Focus on Fiduciary Questionnaire

Connect with Gordon Berhnardt:

●      Bernhardt Wealth Management

●      Profiles in Success

●      LinkedIn

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