How To Find A Financial Advisor
Guess who's (almost) back, guess who's (coming) back? Back again, almost back, almost back, almost back.... Stay tuned for new episodes very soon!
Vær den første til å kommentere
Registrer deg nå og bli medlem av How To Find A Financial Advisor sitt community!
99 kr / Måned etter prøveperioden. · Avslutt når som helst.
28 Episoder
What does "I am a fiduciary" even mean?
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.
Stay tuned -- new stuff coming soon!
The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam
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?
How to check a financial advisor's public disciplinary history
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.
If your financial advisor only recommends annuities, they aren't a financial planner or advisor
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.
Kommentarer
0Vær den første til å kommentere
Registrer deg nå og bli medlem av How To Find A Financial Advisor sitt community!