“Seth” - my very own financial advisor - comes on to say what most advisors won't.
Since most professionals in the financial industry are so highly regulated, “Seth” agreed to come on the show if we kept his identity a secret.
Now that he's anonymous, he is able to drop a ton of value including what you should be asking your advisor, how fees are structured, and some of the biggest mistakes he sees new clients make.
During our interview, I ask Seth:
• Explain how robo-advising works
• When robo-advising is not a good fit
• How to know whether or not your advisor has a plan or not
• What questions you should be asking your next financial advisor
• What should you be talking to your current advisor about
As a BONUS, this episode comes with a PDF Cheat Sheet I asked “Seth” create, which will come in very handy when you're getting ready to interview your next advisor.
By the end of the episode, you'll have a much better understanding of how financial advisors are paid, common fees you can expect, and what you should not be paying for at all.
All the show notes, links, the PDF Cheat Sheet and anything Seth and I mentioned can be found at https://www.moneypeach.com/session81
EP173: What is a Health Savings Account?
EP172: Help! I Have IRS Problems - What Are My Rights?
EP171: Should I Lease a Car or Get an Auto Loan?
EP170: How Does a Cash-Out Refi Work and is it Right for Me?
EP169: What is "Infinite Banking" and is it a Scam?
EP168: Building Wealth through Multifamily Real Estate Investing with Gino Barbaro
EP167: How to Create Digital Cash Envelopes with Ryan Clark
EP166: How to Open a Brokerage Account
EP165: Passive Income via Hard Money Lending
EP164: What is the BEST Mortgage For Me Right Now?
EP163: Financial Independence in Her 30s with Diania Merriam
EP162: How Does a HELOC Work and Is It Right for Me?
EP161: The 50/30/20 Budget For Those Who Like Simple
EP160: The Most Important Part of Your Money You Aren't Doing Right
EP159: Should I Buy a New Car? (The REAL Costs Broken Down)
EP158: How to Finally STOP Living Paycheck to Paycheck
EP157: How to Use Profit First in Your Biz or Side Hustle
EP156: How I'm Picking Winning Stocks that Beat the Market
EP155: The 4 BEST Retirement Investment Accounts in 2021
EP154: How to Get Started Investing in 2021
Create your
podcast in
minutes
It is Free
The Meaningful Life with Andrew G. Marshall
Heal, Survive & Thrive!
A Voice In The Darkness
BPLUS بیپلاس پادکست فارسی خلاصه کتاب
The Jordan Harbinger Show