Jan 26, 2021
The word "Fiduciary" has become commonplace when looking for a
financial advisor. In this episode, you'll find out what it means
to be a fiduciary, and why you're actually more likely to encounter
non-fiduciary financial advisors. You'll also learn the important
differences between fee-only and fee-based advice.
Jan 20, 2021
Just as you wouldn't want a doctor to prescribe you a drug
without truly knowing your situation and/or cause of illness,
"true" financial planners shouldn't be prescribing/selling
financial products without knowing the deeper needs and desires of
In short, your advisor should be selling their knowledge...
Jan 15, 2021
Mapping out personal finances by age can be misleading since everyone may enter stages of life at different ages, making it hard to relate to others in your age group. Everyone, however, experiences a wealth journey. In this episode, we discuss the stages of this wealth journey.
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