You're Asking the Wrong Financial Questions: Here's How to Fix That

Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask. Here’s how to take those questions and reframe them to get the answers you need to build your wealth.

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As a financial planner, it’s my job to answer financial questions. From clients to speaking engagements to educational workshops, people ask me a range of questions about personal finance and the best moves to make with their money every single day.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
Founder, Beyond Your Hammock

Eric Roberge, CFP®, is the founder of Beyond Your Hammock, a financial planning firm working in Boston, Massachusetts and virtually across the country. BYH specializes in helping professionals in their 30s and 40s use their money as a tool to enjoy life today while planning responsibly for tomorrow. Eric has been named one of Investopedia's Top 100 most influential financial advisers since 2017 and is a member of Investment News' 40 Under 40 class of 2016 and Think Advisor's Luminaries class of 2021.