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
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…
#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
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
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…
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
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
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
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…
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 …
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…
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…
Clark Howard
04/07/2022
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…
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…
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…
Money Rehab with Nicole Lapin
02/18/2022
Today we discuss everything financial advising with Josh Bannerman aka OG from The Stacking Benjamins Show. What are the two basic sins of financial …
Earn and Invest
02/03/2022
#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do? My wife is trying to qualify for student loan forgi…
Afford Anything
01/19/2022
Getting started on your personal financial journey is the hardest part. Where do you start and how do you get that first Benjamin stacked? And then h…
The Stacking Benjamins Show
12/06/2021
Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Find…
Money Girl
08/18/2021
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Bigger Pockets
08/08/2021