The surprisingly simple BEST question to ask a financial advisor

How To Find A Financial Advisor

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תוכן מסופק על ידי Sean Kernan. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Sean Kernan או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Head Start: Embracing the Journey

1
Sweat and Resilience: Balancing Chronic Migraine with Fitness Goals 35:02

לפני יומיים35:02

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35:02

The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

לפני שנה 6:37

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This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.

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#Arts #Sean Kernan

The surprisingly simple BEST question to ask a financial advisor

How To Find A Financial Advisor

published לפני שנה

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27 פרקים

#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

לפני 48 weeks8:39

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?

1
When you should definitely NOT invest in an annuity! 4:55

לפני 48 weeks4:55

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.

1
If your financial advisor only recommends annuities, they aren't a financial planner or advisor 9:45

לפני 48 weeks9:45

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.

1
What if I am wrong? 25:48

לפני 48 weeks25:48

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.

1
How to check a financial advisor's public disciplinary history 16:39

לפני 48 weeks16:39

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.

1
The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 3:50

לפני 48 weeks3:50

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?

1
When you would NOT want a fee-only financial advisor 10:58

לפני 48 weeks10:58

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.

1
Pros & Cons of working with a newer financial advisor 7:59

לפני 48 weeks7:59

7:59

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

1
What does "I am a fiduciary" even mean? 8:51

לפני 48 weeks8:51

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.

1
How to Think About Costs 40:08

לפני 48 weeks40:08

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 .

1
Dirty little secrets of financial advisor compensation models 17:38

לפני 49 weeks17:38

17:38

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

1
How to upgrade your financial advisor — at half the cost and twice the value 8:10

לפני 49 weeks8:10

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.

1
How to get 18 potential fit financial advisors in 24 hours 4:15

לפני 49 weeks4:15

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!

לפני 1 year6:37

6:37

How To Find A Financial Advisor

1
How to Make Perfect Short-Term Predictions 40:35

לפני 1 year40:35

40:35

Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.

How To Find A Financial Advisor

1
Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 7:52

לפני 1 year7:52

7:52

Sean talks about how to approach your potential financial advisor's fees. It's important to initiate this conversation early in your interactions to understand how the advisor is compensated. Understanding their complete fee schedule will help you understand the overall cost of their services and make sure there are no hidden surprises.…

How To Find A Financial Advisor

1
How do I ask my financial advisor what my fees are? 17:41

לפני 1 year17:41

17:41

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.

How To Find A Financial Advisor

1
Do I need a financial advisor? 16:02

לפני 1 year16:02

16:02

Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.

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How To Find A Financial Advisor « » The surprisingly simple BEST question to ask a financial advisor

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The surprisingly simple BEST question to ask a financial advisor