PodParley PodParley
PodParley
166: Guest Interview - Who Needs a Financial Advisor? episode artwork

EPISODE · Dec 28, 2020 · 42 MIN

166: Guest Interview - Who Needs a Financial Advisor?

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Planet Money

Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar. 

NOW PLAYING

166: Guest Interview - Who Needs a Financial Advisor?

0:00 42:28

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

The Hiring Rule That's Never Failed Me

Jun 17, 2026 ·9m

My Mutual Funds Are Down (What Should I Do?)

Jun 15, 2026 ·2m

My Advisor Wants All My Money in the Market (Is That Too Risky?)

Jun 12, 2026 ·9m

How Millionaires Actually Think

Jun 10, 2026 ·24m

Should I Take My Employer’s Offer of Deferred Equity Instead of a 401(k)?

Jun 10, 2026 ·6m

How Much Do I Need to Retire Comfortably?

Jun 8, 2026 ·10m

Similar Podcasts

Success Stories Unveiled Bussines 🚀 Success Stories Unveiled 🎙️Discover the true stories behind the world's most successful entrepreneurs and companies. From humble beginnings to global empires, we dive deep into their journeys, challenges, and triumphs. 💼Join us as we explore how they turned struggles into opportunities and built legacies that inspire.Tune in for the ultimate dose of motivation and real business wisdom! 📈🔥#SuccessStories #Entrepreneurship #BusinessInspiration #StartupJourney #Motivation #BusinessSuccess #OvercomingObstacles #CEOStories #BusinessGrowth #Inspiration #EntrepreneurLife #Leadership #SmallBusinessSuccess #SuccessMindset #BusinessLeaders #FromStruggleToSuccess #SuccessJourney #InnovativeBusiness #BusinessEmpire #RealBusinessStories Eventual Millionaire Jaime Masters Real Millionaires. Real Stories. Real Business Wisdom Ramsey Everyday Millionaires Ramsey Network Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony. Cashflow Investing Secrets M.C. Laubscher Transform Your Financial Future in Just 5 Minutes a DayWelcome to Cashflow Investing Secrets – the daily podcast that reveals how wealthy investors really build and protect their money through passive income strategies and cashflow-generating assets.If you're tired of traditional financial advice that tells you to save pennies and hope your 401(k) grows, this show is for you. Discover the real estate investing strategies, private lending opportunities, alternative investments, and tax optimization techniques that millionaires use to create financial independence.What You'll Learn:Every weekday, in just 5 minutes, you'll discover actionable cashflow investing strategies including:✓ Real Estate Investing – Single-family rental properties, multifamily investing, commercial real estate, house hacking strategies, the BRRRR method (Buy, Rehab, Rent, Refinance, Repeat), turnkey rentals, real estate syndications, REITs, real estate crowdfunding platforms, mobile home parks, self-stor

Frequently Asked Questions

How long is this episode of Millionaires Unveiled?

This episode is 42 minutes long.

When was this Millionaires Unveiled episode published?

This episode was published on December 28, 2020.

What is this episode about?

Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal...

Can I download this Millionaires Unveiled episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!