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175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insurance Agents, What is the Role of an IPO in an Investment Portfolio episode artwork

EPISODE · Apr 3, 2015 · 1H 6M

175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insurance Agents, What is the Role of an IPO in an Investment Portfolio

from Radical Personal Finance

Friday Q&A shows are fun and today is no exception. Today I answer five questions: Is there any academic support for the value of financial advisors? What is the best way to prepare to pass the CFP exam? What is the fastest way to become a 1%er? How do you learn to trust insurance people? What is the role of an IPO within a broader investment portfolio? Enjoy my answers! Joshua Links: Research on investors' actual returns with DFA funds. Vanguard's paper on the value that an advisor brings. Morningstar's paper on the value of an advisor. "Route to an $8 Million Portfolio Started with Frugal Living" "How Much Money Does it Take to Be in the Top 1% of Wealth and Net Worth in the United States?" "How Much Money Does It Take to Be In the Top 1% by State?" Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron

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175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insurance Agents, What is the Role of an IPO in an Investment Portfolio

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