68: The Ultimate Guide to Finding a Financial Advisor with Matt Kweller (Part 1 of 2)

CERTIFIED FINANCIAL PLANNER™ professional Matt Kweller discusses what a financial planner is and does, how to determine if and when you should enlist one, and what you can do to prepare yourself for meeting with an advisor. We also discuss what a financial plan is, as well as what the fees and minimums are to work with a planner long term or meeting with them one time to create a custom financial plan. Part 1 of 2.

 

The goal with this two-part series is to create the best resource available for anyone wondering if they should get a financial planner. This can be a guide you can refer back to time and time again. I’ve already re-listened to this interview twice and I’ll likely refer back to it many times.

 

Matt and I chatted for over two hours. Instead of having one long two-hour episode, I decided to make it a two-part series.

 

Matt Kweller is a Senior Private Client Advisor at People’s United Advisors, formerly Gerstein Fisher in Midtown Manhattan. After graduating Penn State University, he spent four years at Vanguard working to launch their hybrid digital advice solution, Personal Advisor Services. Matt is an active volunteer with Family Reach, providing pro bono financial planning services to Cancer Patients and a member of the Financial Planning Association of New York metro chapter.

 

Broker Check:

https://brokercheck.finra.org/individual/summary/6081981

 

Advisor Check from the SEC:

https://adviserinfo.sec.gov/individual/summary/6081981

 

Fund Expense Ratio Analyzer:

https://tools.finra.org/fund_analyzer/

 

Expense Ratio:

https://www.investopedia.com/terms/e/expenseratio.asp#:~:text=An%20expense%20ratio%20(ER)%2C,assets%20under%20management%20(AUM).

 

ETC & Mutual Fund Comparison Calculator:

https://personal.vanguard.com/us/faces/JSP/Funds/Compare/CompareEntryContent.jsp

 

Find a Certified Financial Planner professional:

https://www.letsmakeaplan.org/

 

Step by Step Guide to Working With a Financial Planner:

https://www.letsmakeaplan.org/getting-ready/the-financial-planning-process

 

Sofar Sounds - Intimate concerts in unique venues:

https://www.sofarsounds.com/cities/nyc

 

Geometry of Wealth - our affiliate link to independant booksellers:

https://www.indiebound.org/search/book?aff=artisticfinance&keys=geometry%20of%20wealth

 

Family Reach - pro bono financial advice for cancer patients:

https://familyreach.org/our-mission/

 

Financial Planning Association - New York metro chapter:

https://www.financialplanningassociation.org/chapter/fpa-metro-new-york

 

Marry Murder F*#@! - the comedy with ballroom dancing - Ethan will be at opening September 24:

https://www.eventbrite.com/e/marry-murder-f-tickets-164212003523

 

Setting Goals - Long but comprehensive resource on the psychology of goals and how to set them:

https://positivepsychology.com/life-worth-living-setting-life-goals/

 

Make a budget:

https://www.consumer.gov/articles/1002-making-budget#!what-to-do

 

Calculate Net Worth:

https://www.investopedia.com/articles/pf/13/calculating-your-tangible-net-worth.asp

 

Questions To Ask A Financial Advisor:

https://www.sagevestwealth.com/20-questions-for-financial-advisors/

 

Patron episode links:

 

Homeunion - company procuring rental properties for individual investors:

https://www.homeunion.com/

...

 

Interview by Ethan Steimel

 
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