How to Find A Financial Planner You Can Actually Trust episode artwork

EPISODE · Oct 16, 2017 · 42 MIN

How to Find A Financial Planner You Can Actually Trust

from Financial Residency · host Ryan Inman, Tim Baker

Recorded live from the FinCon booth at the XYPN Conference in Dallas, we discuss fee-only advisers and how they provide unbiased advice that is truly in the best interest of their clients. Sadly, only 3% of all financial advisers are fee-only, leaving most advisers out there with interests of their own when it comes to your financial well-being. Tim Baker pulls back the curtain in this episode, exposing the nasty truths on how most planners make money. We will break it all down so you can be prepared the next time you are approached with an adviser with goals of their own. Take control of your finances with our free financial audit checklist.

Episode metadata supplied by the publisher feed · Published Oct 16, 2017

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How to Find A Financial Planner You Can Actually Trust

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