Are Financial Advisors Really Worth the Money? - 333

Your Money, Your Wealth

EpisodeJul 6, 202152m

Are Financial Advisors Really Worth the Money? - 333

Your Money, Your Wealth

EpisodeJul 6, 202152m

Do you need a CERTIFIED FINANCIAL PLANNER™ professional? Is a financial advisor worth hiring? What does a fee-only fiduciary do, anyway? We get these questions frequently, and now you can listen to Joe & Big Al's answers from 2016 to the present, all in a single episode. Plus, how to measure CFP® performance, and when it's time to part ways with your financial planner. Access the transcript and free financial resources, and Ask Joe & Big Al On Air, all in the podcast show notes: https://bit.ly/YMYW-333

Top comments

Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and w...

yourmoneyyourwealth.com

Switch to the Fountain App

Open in Fountain