All Episodes
How To Find A Financial Advisor — 28 episodes
What does "I am a fiduciary" even mean?
How does AI affect how to find a financial advisor?
Stay tuned -- new stuff coming soon!
The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam
How to check a financial advisor's public disciplinary history
What if I am wrong? DIY wills gone wrong
If your financial advisor only recommends annuities, they aren't a financial planner or advisor
When you should definitely NOT invest in an annuity!
Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think
Pros & Cons of working with a newer financial advisor
When you would NOT want a fee-only financial advisor
How to Think About Costs
How to upgrade your financial advisor — at half the cost and twice the value
Dirty little secrets of financial advisor compensation models
The WRONG questions to ask a potential financial advisor
The 80/20 rule
Beware of must-have lists for your financial advisor
Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor
How to get 18 potential fit financial advisors in 24 hours
The secret of interviewing a potential financial advisor
Compared to what?
Why would you pay a 1% per year AUM financial advisor fee?
How do I ask my financial advisor what my fees are?
How to Make Perfect Short-Term Predictions
The surprisingly simple BEST way to evaluation a financial advisor
How to find a financial advisor - evaluating the common questions you're told to ask
Questions to ask yourself before finding a financial advisor
Do I need a financial advisor?