Podcast Feed
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
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…
Clark Howard
10/25/2023
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…
Ramit Sethi
10/24/2023
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…
Rich Habits
10/12/2023
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