EPISODE · Jul 18, 2024 · 24 MIN
33 - Answers to questions we get about financial advisors
from Peeling Back Money and Life · host Casey Redmond and Mike Dunlop
In this episode of Peeling Back Money and Life, we delve into the complex world of financial advisors. We tackle common questions about changing financial advisors, the fiduciary standard, fee-only vs fee-based advisors, and where to find help. We also provide a wealth of resources for finding the right advisor for your needs. Tune in for insightful discussions that will equip you with the knowledge to make informed decisions about your financial future. Resources CFP Boards “Find a CFP Professional” website: www.letsmakeaplan.org Financial Planning Associations “PlannerSearch” website: www.plannersearch.org National Association of Personal Financial Advisors: NAPFA.org XY Planning Network: www.xyplanningnetwork.com Advice Only Network: www.adviceonlynetwork.com Garett Planning Network: www.garrettplanningnetwork.com Foundation for Financial Planning: www.ffpprobono.org The Giving Solution: www.thegivingsolution.org
What this episode covers
In this episode of Peeling Back Money and Life, we delve into the complex world of financial advisors. We tackle common questions about changing financial advisors, the fiduciary standard, fee-only vs fee-based advisors, and where to find help. We also provide a wealth of resources for finding the right advisor for your needs. Tune in for insightful discussions that will equip you with the knowledge to make informed decisions about your financial future. Resources CFP Boards “Find a CFP Professional” website: www.letsmakeaplan.org Financial Planning Associations “PlannerSearch” website: www.plannersearch.org National Association of Personal Financial Advisors: NAPFA.org XY Planning Network: www.xyplanningnetwork.com Advice Only Network: www.adviceonlynetwork.com Garett Planning Network: www.garrettplanningnetwork.com Foundation for Financial Planning: www.ffpprobono.org The Giving Solution: www.thegivingsolution.org
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33 - Answers to questions we get about financial advisors
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