Podcast Feed

The Time Cari Champion Needed Money Rehab— and How a Financial Advisor Helped Her Through It

The Time Cari Champion Needed Money Rehab— and How a Financial Advisor Helped Her Through It

Meeting with a financial advisor can feel like you’re inviting someone to see you financially naked and that is super stressful… especially if you’re…

60: What To Avoid When Picking a Financial Advisor in 2024

60: What To Avoid When Picking a Financial Advisor in 2024

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three most important avoidances as it relates to finding and…

04.01.24  Home Security Camera Privacy Warning  /  Wanted: Financial Advisors

04.01.24 Home Security Camera Privacy Warning / Wanted: Financial Advisors

Clark discusses the risks you face with security cameras in your home. Also in this episode, Clark has talked about how to hire a financial planner, …

505: Need a Financial Advisor? Start Here!

505: Need a Financial Advisor? Start Here!

Most financial advisors aren’t what they seem. They paint themselves as stewards of your financial security, carefully analyzing every investment the…

How (and When) to Break Up With Your Financial Advisor (SB1476)

How (and When) to Break Up With Your Financial Advisor (SB1476)

Breaking up is hard to do...but what if your money is at stake? You don't want to be in a horrible relationship with a financial advisor that you can…

Hiring a Financial Advisor

Hiring a Financial Advisor

Quint and Logan talk about hiring a financial advisor and what that process actually looks like.

Military Financial Advisors Assocation (MFAA) | How to Find a Good Financial Advisor and When You May Want One with Sean Gillespie, MQFP #109

Military Financial Advisors Assocation (MFAA) | How to Find a Good Financial Advisor and When You M…

What is the MFAA or who is it? How do I find a good financial advisor who has my best interests in mind and understand the uniqueness of military fam…

Financial Advisors React to the WORST Financial Stories on Reddit

Financial Advisors React to the WORST Financial Stories on Reddit

Today, we're reacting to terrible financial stories we found on Reddit - see what Brian and Bo have to say! Jump start your journey with our FREE fi…

10.25.23   New Resources For Finding A Financial Advisor  /  Walmart Health Centers

10.25.23 New Resources For Finding A Financial Advisor / Walmart Health Centers

Finding a financial advisor who won’t rip you off is tricky business. Clark shares some new ways to find your true fiduciary. Also, get the update on…

127. “Our financial advisor almost cost us $800k. How do we fire them?”

127. “Our financial advisor almost cost us $800k. How do we fire them?”

Jeff is 50, he’s a specialized surgeon. Susan is 48, she stays at home with their two kids. Their discretionary spending has grown over the years, ba…

Q&A: Vending Machines, Financial Advisors, and Shrek

Q&A: Vending Machines, Financial Advisors, and Shrek

Be sure to check out Public's new ⁠⁠High Yield Cash Account paying 5.1% APY.⁠⁠ This is higher than anything else on the market and is FDIC insured up…

MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors

MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Adv…

Today we are talking with a doc that has hit a half million dollar net worth. He took our Fire Your Financial Advisor course and gained the confidenc…

Do You Need A Financial Advisor? (You Might Be Surprised!)

Do You Need A Financial Advisor? (You Might Be Surprised!)

How do you know when it's time to hire a financial advisor? We'll walk you through that question and more in today's Q&A episode! Jump start you…

444: Financial Advisor Fees, LLCs, and Stock Investing 101 | Ask Mindy and Scott

444: Financial Advisor Fees, LLCs, and Stock Investing 101 | Ask Mindy and Scott

Financial advisors are supposed to look after your money, but sometimes, their profits come first. We’ve had many questions about which type of finan…

105. Ask Tori: Do I Need a Financial Advisor?

105. Ask Tori: Do I Need a Financial Advisor?

How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re al…

MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor

MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor

A few years out of residency this couple decided to get serious about their finances. Once they started to look at their finances and the fees they w…

Banks Collapsing?! What’s Next? – Plus ENCORE episode with Financial Advisor Michael Kitces

Banks Collapsing?! What’s Next? – Plus ENCORE episode with Financial Advisor Michael Kitces

#439: There are massive rapid changes unfurling in the financial world. This week’s biggest news: First Republic Bank collapsed; JP Morgan Chase acqu…

Will Artificial Intelligence Replace Financial Advisors?

Will Artificial Intelligence Replace Financial Advisors?

How will artificial intelligence affect personal finance - and will it impact financial advisors? We'll walk you through that question and more in t…

04.13.23  Fiduciary Duplicity: A Financial Advisor Warning   /   Top U.S. Job Markets

04.13.23 Fiduciary Duplicity: A Financial Advisor Warning / Top U.S. Job Markets

Clark has warned against commissioned insurance products including fixed, variable and/or universal life; annuities, and annuities disguised under di…

394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor

394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can …