How To Upgrade Your Financial Advisor — At Half The Cost And Twice The Value How To Find A Financial Advisor podcast

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On the Bus with Troy Vollhoffer

On the Bus with Troy Vollhoffer podcast artwork

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From Backroom Bars to Broadway with Dustin Lynch 36:27

24天之前36:27

36:27

Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…

How To Find A Financial Advisor « »
How to upgrade your financial advisor — at half the cost and twice the value

大约1年之前 8:10

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内容由Sean Kernan提供。所有播客内容（包括剧集、图形和播客描述）均由 Sean Kernan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

… continue reading

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#Arts #Sean Kernan

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How to upgrade your financial advisor — at half the cost and twice the value

How To Find A Financial Advisor

published 大约1年之前

分享

MP3•单集首页

内容由Sean Kernan提供。所有播客内容（包括剧集、图形和播客描述）均由 Sean Kernan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

… continue reading

27集单集

#Arts #Sean Kernan

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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 8:39

43 weeks之前8:39

8:39

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?

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When you should definitely NOT invest in an annuity! 4:55

43 weeks之前4:55

4:55

If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, or if another type of investment might better suit your needs.

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If your financial advisor only recommends annuities, they aren't a financial planner or advisor 9:45

43 weeks之前9:45

9:45

Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.

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What if I am wrong? 25:48

43 weeks之前25:48

25:48

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.

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How to check a financial advisor's public disciplinary history 16:39

43 weeks之前16:39

16:39

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 3:50

43 weeks之前3:50

3:50

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

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When you would NOT want a fee-only financial advisor 10:58

43 weeks之前10:58

10:58

Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.

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Pros & Cons of working with a newer financial advisor 7:59

43 weeks之前7:59

7:59

Sean gives you the ups and downs of hiring a less-experienced financial advisor.

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What does "I am a fiduciary" even mean? 8:51

43 weeks之前8:51

8:51

Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.

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How to Think About Costs 40:08

43 weeks之前40:08

40:08

Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .

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Dirty little secrets of financial advisor compensation models 17:38

43 weeks之前17:38

17:38

Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.

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How to upgrade your financial advisor — at half the cost and twice the value 8:10

43 weeks之前8:10

8:10

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.

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How to get 18 potential fit financial advisors in 24 hours 4:15

43 weeks之前4:15

4:15

Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!

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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 7:52

43 weeks之前7:52

7:52

Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.

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Beware of must-have lists for your financial advisor 12:13

43 weeks之前12:13

12:13

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.

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