Podcast Feed
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…
White Coat Investor
10/09/2023
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
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…
Bigger Pockets
08/25/2023
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…
Financial Feminist
08/03/2023
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…
White Coat Investor
06/05/2023
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…
Afford Anything
05/04/2023
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
Clark has warned against commissioned insurance products including fixed, variable and/or universal life; annuities, and annuities disguised under di…
Clark Howard
04/13/2023
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 …
Bigger Pockets
03/20/2023
How To Find and Vet A Financial Advisor
A look at how to find a financial advisor for millennials or a financial planner and what questions to ask to find the right fit.
The College Investor
02/23/2023
"Do I Need a Financial Advisor?"
At what point in your financial journey should you be thinking about hiring an advisor? We'll walk you through that question and more in today's Q&a…
Ask Paula: Do I really need a Financial Advisor?
#428: Jamie currently lives at home and dreams of reaching financial freedom by her early 30s. How can she take advantage of her low expenses to acce…
Afford Anything
02/16/2023
Best Tips for Choosing a Financial Advisor
Yes, advisors cost money. But they can help you avoid costly mistakes, understand your options, and make valuable recommendations based on many facto…
Money Girl
02/15/2023
Financial Advisors Share What They WISH They Knew About Money Earlier!
Have you ever felt like if you just knew this one thing about money earlier your finances would be in a better spot? In this episode, we’ll sh…
72. Answering questions about recessions, marrying the right person, and firing a financial advisor
This is a special solo episode where I answer questions from members of my Money Coaching program. In today’s episode: How to handle a recession, how…
Ramit Sethi
12/06/2022
WCI #282: Fiduciary Financial Advisors
In this episode Dr Dahle talks about fiduciaries and financial advisors. The best way to think of the word fiduciary is to think of it as a person th…
White Coat Investor
09/29/2022
05.19.22 Bogus Financial Advisors Cost You / Cell Phone Plan Deals
While investment costs have never been lower, some investors pay really high costs to non-fiduciaries. Clark explains a sneaky trick involving insura…
Clark Howard
05/19/2022
Financial Advisor Shares His 5 Biggest Money Mistakes!
Even financial advisors can make money mistakes - and Brian has made a few that he wishes he could have back. In this episode, Brian will talk…
Financial Advisors Break Down the Top 5 Superhero Scenes!
In this episode, Bo and Brian break down the top financial lessons to be learned from superhero movie scenes. What would your favorite superhero say …
Are Markets About to Collapse? Financial Advisors React
The stock market has been volatile at the start of 2022. Inflation has risen faster than expected, and the Russian invasion of Ukraine injected addit…