Best Sean Kernan Podcasts (2024)

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

12d ago16:39

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.By Sean Kernan

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

12d ago8:39

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?By Sean Kernan

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

12d ago4:55

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.By Sean Kernan

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

12d ago9:45

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.By Sean Kernan

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What if I am wrong? 25:48

12d ago25:48

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.By Sean Kernan

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

12d ago3:50

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?By Sean Kernan

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

12d ago10:58

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.By Sean Kernan

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

12d ago7:59

7:59

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

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

12d ago8:51

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.By Sean Kernan

1
How to Think About Costs 40:08

12d ago40:08

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 .By Sean Kernan

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

16d ago17:38

17:38

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

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

16d ago8:10

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.By Sean Kernan

1
Beware of must-have lists for your financial advisor 12:13

16d ago12:13

12:13

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.By Sean Kernan

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

16d ago4:15

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!By Sean Kernan

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

16d ago7:52

7:52

Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.By Sean Kernan

1
The 80/20 rule 23:38

16d ago23:38

23:38

Sean and Ben discuss the 80/20 rule, or the Pareto Principle. Italian economist Vilfredo Pareto observed in 1906 that 80% of the land in Italy was owned by 20% of the population. He looked at other nations and saw that the ratio was the same.By Sean Kernan

1
The WRONG questions to ask a potential financial advisor 4:44

16d ago4:44

4:44

Sean talks about questions that you absolutely do not want potential financial advisors to answer without asking a dozen questions back at you.By Sean Kernan

1
Compared to what? 34:13

16d ago34:13

34:13

Sean and Ben talk about the dangers of asking "Compared to what?" In Dallas in summer, it's hot. "Compared to what?" Compared to Alaska? Jupiter? your normal temperature? A refrigerator? The heart of a volcano?By Sean Kernan

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The secret of interviewing a potential financial advisor 9:45

16d ago9:45

9:45

Sean discusses the super secret question you should ask any potential financial advisor. In fact, it's so secret, he mentions it 20 seconds into the episode!By Sean Kernan

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

2M ago40:35

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.By Sean Kernan

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

2M ago17:41

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.By Sean Kernan

1
Questions to ask yourself before finding a financial advisor 10:25

2M ago10:25

10:25

Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…

1
The surprisingly simple BEST question to ask a financial advisor 6:37

2M ago6:37

6:37

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.By Sean Kernan

1
Why would you pay a 1% per year AUM financial advisor fee? 10:33

2M ago10:33

10:33

Sean explains specific fee structures and what they mean for your investment. For example, if you have $1.8 million in assets under management (AUM), you're paying $18,000/year in fees.By Sean Kernan

1
How to find a financial advisor - evaluating the common questions you're told to ask 15:59

2M ago15:59

15:59

If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.By Sean Kernan

1
Do I need a financial advisor? 16:02

2M ago16:02

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.By Sean Kernan

1
Buying a Book 37:27

2y ago37:27

37:27

Buying a Book ORIGINAL RELEASE - OCT 31, 2020 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

1
The 1 Decision That Will Make All (or at least 33% of) The Difference 9:22

2y ago9:22

9:22

Original Release - JAN 06, 2022 Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan, Advisor Resource Council

1
HTGI 109: The 1 Decision That Will Make All (or at least 33% of) The Difference 10:06

2+ y ago10:06

10:06

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,

1
HTGI 108: Top 10 Reasons Not To Go Independent 23:27

2+ y ago23:27

23:27

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,

1
HTGI 107: Questions to Ask Before You Go Independent (3 Of 3) 14:01

2+ y ago14:01

14:01

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan,

1
HTGI 106: Questions to Ask Before You Go Independent (2 Of 3) 8:34

3y ago8:34

8:34

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 105: Questions to Ask Before You Go Independent (1 Of 3) 11:37

3y ago11:37

11:37

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
Please Hold, Your Podcast Is Very Important to Us… 3:12

3y ago3:12

3:12

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 104: Outline For Your Transition When Buying a Book 38:27

3+ y ago38:27

38:27

If you have thought about buying another practice to grow yours, you may wonder what exactly needs to happen when you find a seller. If you are considering independence, the opportunity to do this is a massive advantage to the business model compared to being an employee. I have done several of these transitions and am working on another potential …

1
HTGI 103: What You NEED to go Independent 21:36

3+ y ago21:36

21:36

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 102: Buying a Book 43:36

3+ y ago43:36

43:36

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 101: We're baaaaack! 18:19

4y ago18:19

18:19

Shoot me an email at kernan@hey.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 100: The Most Important Questions to Ask 33:16

5y ago33:16

33:16

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 099: 99 Things I've Learned from Podcasting (or Life) 24:54

5y ago24:54

24:54

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 098: How To Listen To Podcasts After HGTI -- and Ask the Hard Questions 19:53

5y ago19:53

19:53

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 097: Dealing with a Partner/Team (Non-Compete & Protocol) 14:19

5y ago14:19

14:19

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 096: How do I raise my fees? 19:32

5y ago19:32

19:32

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 095: How to Go Independent for Beginners 26:25

5y ago26:25

26:25

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 094: 13 of the Most Successful Platform Firms for Going Independent 21:38

5y ago21:38

21:38

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 093: 100% Upfront Money and an Independent Payout??! Sort of... 20:33

5y ago20:33

20:33

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan

1
HTGI 092: Life happens! Using freedom to help extended family 18:25

5y ago18:25

18:25

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on Using freedom to help extended family

1
HTGI 091: Goldman Sachs bought an RIA--so what? 13:18

5y ago13:18

13:18

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on Goldman Sachs buying an RIA

1
HTGI 090: The Most Important Question to Ask Yourself 22:43

5y ago22:43

22:43

Shoot me an email at sean@indyFA.com Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.By Sean Kernan on The Most Important Question to Ask Yourself

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Sean Kernan Podcasts

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