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

Page: https://stenobird.com/podcast/love-your-money-wealth-money-and-financial-advisor-for-women-1366769/304-5-questions-every-tax-aware-investor-should-ask-before-hiring-an-advisor
Text version: https://stenobird.com/podcast/love-your-money-wealth-money-and-financial-advisor-for-women-1366769/304-5-questions-every-tax-aware-investor-should-ask-before-hiring-an-advisor.md
Podcast: [Love, your Money - Wealth, Money, and Financial Advisor for Women](https://stenobird.com/podcast/love-your-money-wealth-money-and-financial-advisor-for-women-1366769)
Published: 2026-07-21T09:00:00+00:00
Episode link: https://hendershottwealth.com/podcast/5-questions-before-hiring-a-financial-advisor
Audio file: https://www.buzzsprout.com/2266808/episodes/19439626-304-5-questions-every-tax-aware-investor-should-ask-before-hiring-an-advisor.mp3
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Duration seconds: 500

## Resource

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...

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## Transcript

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