How Do I Ask My Financial Advisor What My Fees Are? How To Find A Financial Advisor podcast

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All About Change

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How do we build an inclusive world? Hear intimate and in-depth conversations with changemakers on disability rights, youth mental health advocacy, prison reform, grassroots activism, and more. First-hand stories about activism, change, and courage from people who are changing the world: from how a teen mom became the Planned Parenthood CEO, to NBA player Kevin Love on mental health in professional sports, to Beetlejuice actress Geena Davis on Hollywood’s role in women’s rights. All About Change is hosted by Jay Ruderman, whose life’s work is seeking social justice and inclusion for people with disabilities worldwide. Join Jay as he interviews iconic guests who have gone through adversity and harnessed their experiences to better the world. This show ultimately offers the message of hope that we need to keep going. All About Change is a production of the Ruderman Family Foundation. Listen and subscribe to All About Change wherever you get podcasts. https://allaboutchangepodcast.com/

How To Find A Financial Advisor « »
How do I ask my financial advisor what my fees are?

ongeveer een jaar geleden 17:41

Delen

MP3•Thuis aflevering

Inhoud geleverd door Sean Kernan. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Sean Kernan of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.

… continue reading

27 afleveringen

#Arts #Sean Kernan

Artwork

How do I ask my financial advisor what my fees are?

How To Find A Financial Advisor

published ongeveer een jaar geleden

Delen

MP3•Thuis aflevering

Inhoud geleverd door Sean Kernan. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Sean Kernan of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.

… continue reading

27 afleveringen

#Arts #Sean Kernan

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1
Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 8:39

42 weeks geleden8:39

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

42 weeks geleden4:55

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

42 weeks geleden9:45

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

42 weeks geleden25:48

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

42 weeks geleden16:39

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

42 weeks geleden3:50

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

42 weeks geleden10:58

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

42 weeks geleden7:59

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

42 weeks geleden8:51

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

42 weeks geleden40:08

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

42 weeks geleden17:38

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

42 weeks geleden8:10

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

42 weeks geleden4:15

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

42 weeks geleden7:52

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

42 weeks geleden12:13

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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