Podcast Feed

286. The Two Basic Sins of Financial Advising w/ Josh Bannerman aka OG

286. The Two Basic Sins of Financial Advising w/ Josh Bannerman aka OG

Today we discuss everything financial advising with Josh Bannerman aka OG from The Stacking Benjamins Show. What are the two basic sins of financial …

Ask Paula: I’m Worried My Parents Are Getting Ripped Off By Their Financial Advisor … Help!

Ask Paula: I’m Worried My Parents Are Getting Ripped Off By Their Financial Advisor … Help!

#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…

How To Build Your Stack + Millennials Ditch Financial Advisors

How To Build Your Stack + Millennials Ditch Financial Advisors

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…

What Are the Different Types of Financial Advisors?

What Are the Different Types of Financial Advisors?

Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Find…

226. Do You Trust Your Financial Advisor? w/ David Meyer

226. Do You Trust Your Financial Advisor? w/ David Meyer

We all recognize the names: Dogecoin, Gamestop, Robinhood. For every long-term boring investment, there is a high risk speculative asset or platform …

Should You Hire a Financial Advisor? (Plus The Major Impact of Fees!)

Should You Hire a Financial Advisor? (Plus The Major Impact of Fees!)

056 Should You Hire a Financial Advisor? (Plus The Major Impact of Fees!) Got questions? Ask me on Instagram Here. @mastermoneyco This is the fastest…

Dirty Secrets of Financial Advisors EXPOSED!

Dirty Secrets of Financial Advisors EXPOSED!

We feel like the masked magician - revealing all the secrets about the financial advisor industry! Whether it's learning how to spot conflicts of …

Do You Actually Need a Financial Advisor?

Do You Actually Need a Financial Advisor?

Why do you need a financial advisor if index investing beats managed investing after fees? And does a financial planner help you buy or sell a house …

Swipe Right on a Financial Advisor

Swipe Right on a Financial Advisor

A relationship with a financial advisor is exactly that - a relationship. Nicole unpacks why you shouldn’t jump into bed with just any advisor, what …

04.27.21 Confused about financial advisors? Clark clears the way to investing  / Restaurants of the future appearing now..

04.27.21 Confused about financial advisors? Clark clears the way to investing / Restaurants of the…

Clark clarifies the zone between full service and self service investing and describes the 3 hybrid discounters to help you choose what’s best for YO…

Is Graham Stephan Legit?! (Financial Advisors React!)

Is Graham Stephan Legit?! (Financial Advisors React!)

YouTuber, real estate mogul, and 30-year-old millionaire Graham Stephan check all the boxes: flashy titles, fancy cars, and an edgy slogan. When obse…

Deep Dive on Dave Ramsey's Investment Advice! (Financial Advisors React)

Deep Dive on Dave Ramsey's Investment Advice! (Financial Advisors React)

Dave Ramsey is the best resources for getting out of debt. He has done incredible good for the financial world and millions of people across America…

Ask Paula: Should I Fire My Financial Advisor During a Pandemic?

Ask Paula: Should I Fire My Financial Advisor During a Pandemic?

#260: Katelyn wants to fire her financial advisor and move her investments from mutual funds into Vanguard index funds. Should she do this during the…

Financial Advisors Aren't All Bad #206

Financial Advisors Aren't All Bad #206

There are professionals who can help us in almost every aspect of our lives. In some cases it’s a slam dunk easy decision, but there are other times …

Fee-Only Financial Advisor Sean Gillespie talks about making wise investments! Redeployment Wealth

Fee-Only Financial Advisor Sean Gillespie talks about making wise investments! Redeployment Wealth

Episode: 91 Sean Gillespie Join David Pere (The Military Millionaire Podcast) with Sean Gillespie (Redeployment Wealth) as they talk about his experi…

How and When to Hire a Financial Advisor

How and When to Hire a Financial Advisor

Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of th…

All About Financial Advisors

All About Financial Advisors

In this episode, Quint and Daniel discuss how you can know when to employ a financial advisor to enhance your personal finances.

Financial Advisors React to Old Financial Advice!

Financial Advisors React to Old Financial Advice!

After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this epis…

WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces

WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces

Michael Kitces is the brains behind Nerd's Eye View, link which I believe is the most widely read website aimed at educating financ…