Episode

304: 5 Questions Every Tax-Aware Investor Should Ask Before Hiring an Advisor

Podcast: Love, your Money - Wealth, Money, and Financial Advisor for Women
Published: Jul 21, 2026
Duration seconds: 500
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Canonical source: https://hendershottwealth.com/podcast/5-questions-before-hiring-a-financial-advisor
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Summary

Choosing the right financial advisor isn’t just about performance — it’s about clarity, tax awareness, and long-term decision-making. Hilary Hendershott, CFP® and founder of Hendershott Wealth Management, walks through five thoughtful questions every tax-aware investor should ask before hiring or continuing with a financial advisor. This conversation is especially relevant if your financial life is becoming more complex — whether you’re managing equity compensation, concentrated stock, busin...