Podcast Feed

7 Scorching Money Hot Takes That Will Make Your Financial Advisor Cringe

7 Scorching Money Hot Takes That Will Make Your Financial Advisor Cringe

Is frugality overrated? Is hustle culture a waste of time? Do we over-save for retirement? You don’t have to look very far to find a hot take online,…

Financial Advisors React to Horrible Tax Advice on TikTok

Financial Advisors React to Horrible Tax Advice on TikTok

Brian and Bo take on some of the craziest tax advice we've found on TikTok! Jump start your journey with our FREE financial resources Reach your g…

From Traditional Financial Advisor to Passive Investor: Jim Pfeifer and Mark Kelley Share Top Strategies

From Traditional Financial Advisor to Passive Investor: Jim Pfeifer and Mark Kelley Share Top Strat…

In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned fr…

11.11.24    Robo Advisor Or Financial Planner?  /   Why Clark Hates Rent Control

11.11.24 Robo Advisor Or Financial Planner? / Why Clark Hates Rent Control

A Special Veterans Day Thanks To All Who Have Served, Past, Present and Future. Today Clark goes back to basics, explaining how to determine if a rob…

Choosing a Financial Advisor

Choosing a Financial Advisor

Quint and Logan talk about when you may need a financial advisor and how to choose one.

MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors

MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors

Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard w…

Are Financial Advisors Worth It? (The Truth Finally Exposed!)

Are Financial Advisors Worth It? (The Truth Finally Exposed!)

Personal finance is personal, and so are financial advisors. We walk you through everything you need to know about financial advisors: their cost, th…

Don't Break Up with Your Financial Advisor Without Listening to This

Don't Break Up with Your Financial Advisor Without Listening to This

We’ve all been there, roped into working with our uncle’s best friend’s financial advisor who charges a 1.5% fee for some inscrutable but seemingly i…

Find a Financial Advisor You Can Trust | Nectarine with Jeremy Schneider @PersonalFinanceClub | #125

Find a Financial Advisor You Can Trust | Nectarine with Jeremy Schneider @PersonalFinanceClub | #125

For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…

05.15.24  Find A Trustworthy Financial Advisor  /  SAVE MORE On Storage Units

05.15.24 Find A Trustworthy Financial Advisor / SAVE MORE On Storage Units

Finding a fiduciary financial advisor who ONLY works for your best interests can be difficult. New regulations may add protections for consumers, but…

Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823

Ask HTM - Overblown Tax Deductions, 4% Rule, and Ditching a Financial Advisor #823

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question y…

522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider

522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schne…

We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a f…

Spotlight: Money Ripples with Chris Miles the Anti-Financial Advisor

Spotlight: Money Ripples with Chris Miles the Anti-Financial Advisor

🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples …

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…