When you would NOT want a fee-only 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.

All About Change

1
Gary Sinise: Doing More for Our veterans with the Gary Sinise Foundation 27:29

לפני 14 ימים27:29

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לייק

אהבתי

27:29

Gary Sinise is an award winning actor, on the stage, TV and big screen. He is best known for playing Lieutenant Dan in Forrest Gump. Inspired by this role and his family members, Gary is now the head of the Gary Sinise Foundation, which offers support for service members who need help with mental wellness, trauma, physical recovery, and loss. He Also plays concerts worldwide for our nation’s defenders and their families, boosting morale and offering gratitude for their sacrifices as part of the Lt. Dan Band. Jay and Gary discuss the changing needs of American service members and their families, the many services the Gary Sinise Foundation provides, how Gary’s work helped him through personal loss and much more. Today's episode was produced by Tani Levitt and Mijon Zulu. To check out more episodes or to learn more about the show, you can visit our website Allaboutchangepodcast.com. If you like our show, spread the word, tell a friend or family member, or leave us a review on your favorite podcasting app. We really appreciate it. All About Change is produced by the Ruderman Family Foundation. Episode Chapters (0:00) intro (1:11) Veterans’ changing needs over the past half century (7:57) Veterans’ appreciation of Gary’s portrayal of Lt. Dan (10:25) By helping others, we step out of ourselves (11:46) The Lt. Dan Band (15:29) How the death of Gary’s son Mac impacts his activism (17:33) Bringing services to American heroes wherever they are (19:45) Accurate portrayals of veterans in film and TV (20:58) How can people get involved with the Gary Sinise foundation (24:24) Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at ⁠⁠www.jayruderman.com⁠⁠ .…

לפני שנה 10:58

MP3•בית הפרקים

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.

27 פרקים

#Arts #Sean Kernan

When you would NOT want a fee-only financial advisor

How To Find A Financial Advisor

published לפני שנה

שתפו

MP3•בית הפרקים

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.

27 פרקים

#Arts #Sean Kernan

All episodes

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

לפני 51 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 51 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 51 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 51 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 51 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 51 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 51 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 51 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 51 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 51 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 52 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 52 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 52 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 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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When you would NOT want a fee-only financial advisor

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When you would NOT want a fee-only financial advisor