How To Upgrade Your Financial Advisor — At Half The Cost And Twice The Value How To Find A Financial Advisor podcast

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Arts Sean Kernan

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Kandungan disediakan oleh Sean Kernan. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Sean Kernan atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

How To Find A Financial Advisor « »
How to upgrade your financial advisor — at half the cost and twice the value

about a year ago 8:10

Kongsi

MP3•Laman utama episod

Kandungan disediakan oleh Sean Kernan. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Sean Kernan atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

… continue reading

27 episod

#Arts #Sean Kernan

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How to upgrade your financial advisor — at half the cost and twice the value

How To Find A Financial Advisor

published about a year ago

Kongsi

MP3•Laman utama episod

Kandungan disediakan oleh Sean Kernan. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Sean Kernan atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

… continue reading

27 episod

#Arts #Sean Kernan

Semua episod

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1
Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 8:39

43 weeks ago8:39

8:39

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?

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When you should definitely NOT invest in an annuity! 4:55

43 weeks ago4:55

4:55

If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, or if another type of investment might better suit your needs.

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If your financial advisor only recommends annuities, they aren't a financial planner or advisor 9:45

43 weeks ago9:45

9:45

Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.

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What if I am wrong? 25:48

43 weeks ago25:48

25:48

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.

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How to check a financial advisor's public disciplinary history 16:39

43 weeks ago16:39

16:39

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 3:50

43 weeks ago3:50

3:50

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

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When you would NOT want a fee-only financial advisor 10:58

43 weeks ago10:58

10:58

Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.

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Pros & Cons of working with a newer financial advisor 7:59

43 weeks ago7:59

7:59

Sean gives you the ups and downs of hiring a less-experienced financial advisor.

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What does "I am a fiduciary" even mean? 8:51

43 weeks ago8:51

8:51

Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.

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How to Think About Costs 40:08

43 weeks ago40:08

40:08

Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .

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Dirty little secrets of financial advisor compensation models 17:38

43 weeks ago17:38

17:38

Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.

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How to upgrade your financial advisor — at half the cost and twice the value 8:10

43 weeks ago8:10

8:10

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

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1
How to get 18 potential fit financial advisors in 24 hours 4:15

43 weeks ago4:15

4:15

Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!

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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 7:52

43 weeks ago7:52

7:52

Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.

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Beware of must-have lists for your financial advisor 12:13

43 weeks ago12:13

12:13

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.

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