All tagged Real Financial Advisor
Are your investments doing well? Really? How do you know? In this video, I go over how to tell if your investments are doing as well as they should be.
In this video, I go over the many ways that you pay fees in your investment accounts. It's not always clear how much you pay and the big Wall Street firms have made a science out of hiding fees over the years.
In this video, I discuss how brokers and annuity salesmen sued to be exempt from the DoL's Fiduciary Rule - and won - by claiming they weren't really advisors at all. They claimed that they were merely salespeople and did not have a relationship of trust and confidence with their clients.
In this video, learn 10 ways that independent financial advisors at smaller firms may be able to save you big bucks.
Where does your money go when you work with a financial advisor? Who has your money?! This important detail can keep you from getting ripped off. Watch to find out.
In this video, hear the totally true story about how my past experience with a terrible "financial advisor" (a.k.a. broker) put me on the path to becoming a fee-only, fiduciary financial advisor.
John Oliver's epic rant on retirement, the financial industry and financial advisors was hilarious - and spot on. But he missed one important point that could mean hundreds of thousands of dollars saved! Watch to find out what he left out.
In this video, I go over a thought experiment that highlights the differences between how a fiduciary financial adviser and a stock broker work. I also illustrate how the differences in adviser fees could save you millions over time.
In this video, I go over where to find a good financial adviser and the questions to ask a financial adviser before hiring one!
Tag along as I attend the 2017 XY Planning Network conference in Dallas.