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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 …

How To Find and Vet A Financial Advisor

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.

"Do I Need a Financial Advisor?"

"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?

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…

Best Tips for Choosing a Financial Advisor

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…

Financial Advisors Share What They WISH They Knew About Money Earlier!

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

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…

WCI #282: Fiduciary Financial Advisors

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…

05.19.22  Bogus Financial Advisors Cost You  /  Cell Phone Plan Deals

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…

Financial Advisor Shares His 5 Biggest Money Mistakes!

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!

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

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…

04.07.22  Hiring a Fiduciary Financial Advisor  /   Reducing Food Waste

04.07.22 Hiring a Fiduciary Financial Advisor / Reducing Food Waste

Financial advisors - even if you think you have a good one, you may be spending way more money than you need to. Clark makes it clear how the industr…

Financial Advisors React to Horrible Inflation Advice

Financial Advisors React to Horrible Inflation Advice

Inflation is running at its highest rate in over 40 years, and everyone wants to know how to make the best financial decisions in periods of high inf…

Financial Advisors React to Terrible Crypto Advice

Financial Advisors React to Terrible Crypto Advice

The rise of crypto has created a unique opportunity for financial charlatans to prey on those looking for a quick way to build wealth. We've heard so…

Financial Advisors: Are the Robots Better?

Financial Advisors: Are the Robots Better?

When it comes to financial advisors and apps, there are so many choices. But which one is the best one for you? Today, Nicole and Joe Saul-Sehy (host…