The Adviser Checkup Podcast

060: The End of The Adviser Checkup Podcast

Thank you so much for listening! It's because of your support this podcast was a wonderful success. Keep an eye out this Summer for a big announcement regarding my next adventure.  If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Subscribe to my newsletter: advisercheckup.substack.com/welcome/ [advisercheckup.substack.com/welcome/] Check out my website: https://www.advisercheckup.com [https://www.advisercheckup.com] Connect on Instagram: https://www.instagram.com/advisercheckup/ [https://www.instagram.com/advisercheckup/] Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

059: Top 5 Rules for Hiring a Financial Adviser

Are you considering hiring a financial adviser, wealth manager, financial planner, or other financial professional? You need to listen to this episode today.  We cover my top 5 rules to consider when hiring this important professional. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Subscribe to my newsletter: advisercheckup.substack.com/welcome/ [advisercheckup.substack.com/welcome/] Check out my website: https://www.advisercheckup.com [https://www.advisercheckup.com] Connect on Instagram: https://www.instagram.com/advisercheckup/ [https://www.instagram.com/advisercheckup/] Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

058: All About Advice-only Advisers

Have you heard of an advice-only adviser? Today we discuss a few reasons to consider this type of financial adviser and also some reasons you might want to avoid them. Consider AdviceOnlyNetwork.com if you are interested in finding an advice-only financial adviser, financial planner, or wealth manager. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Subscribe to my newsletter: advisercheckup.substack.com/welcome/ [advisercheckup.substack.com/welcome/] Check out my website: https://www.advisercheckup.com [https://www.advisercheckup.com] Connect on Instagram: https://www.instagram.com/advisercheckup/ [https://www.instagram.com/advisercheckup/] Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

057: Fee-only vs. Fee-based Advisers

Is your financial adviser, financial planner, or investment professional fee-only or fee-based? Today we talk about what each of those might mean and the different types of fee structures a fee-only adviser might have. Learn about why advisers charge on a percentage of assets, a flat fee, a subscription based fee, or on a percentage of net worth. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Subscribe to my newsletter: advisercheckup.substack.com/welcome/ [advisercheckup.substack.com/welcome/] Check out my website: https://www.advisercheckup.com [https://www.advisercheckup.com] Connect on Instagram: https://www.instagram.com/advisercheckup/ [https://www.instagram.com/advisercheckup/] Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.

056: A Brief Break - See You In April!

*The Adviser Checkup Podcast will be on vacation until April as I work on a new, special project.  Stay tuned here for more updates!* Subscribe to my newsletter: advisercheckup.substack.com/welcome/ [advisercheckup.substack.com/welcome/] Check out my website: https://www.advisercheckup.com [https://www.advisercheckup.com] Connect on Instagram: https://www.instagram.com/advisercheckup/ [https://www.instagram.com/advisercheckup/] Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.