Best Sean Kernan Podcasts (2025)

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

about a year 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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How To Find A Financial Advisor

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What if I am wrong? 25:48

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about a year 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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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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

about a year ago7:59

7:59

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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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How to Think About Costs 40:08

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about a year 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

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How To Find A Financial Advisor

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Dirty little secrets of financial advisor compensation models 17:38

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about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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The 80/20 rule 23:38

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about a year 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

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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Compared to what? 34:13

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about a year 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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How To Find A Financial Advisor

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The secret of interviewing a potential financial advisor 9:45

about a year 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

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How To Find A Financial Advisor

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How to Make Perfect Short-Term Predictions 40:35

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about a year 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

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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

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about a year 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.…

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How To Find A Financial Advisor

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

about a year 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

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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

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about a year 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

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How To Find A Financial Advisor

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Do I need a financial advisor? 16:02

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about a year 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

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How To Go Independent

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Buying a Book 37:27

3 years 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.

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How To Go Independent

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

3 years 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

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How To Go Independent

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

3 years 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,

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How To Go Independent

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

4 years 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,

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How To Go Independent

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

4 years 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,

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How To Go Independent

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

4 years 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

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How To Go Independent

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

4 years 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

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How To Go Independent

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

4 years 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

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How To Go Independent

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

4 years 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 …

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How To Go Independent

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

5 years 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

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How To Go Independent

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HTGI 102: Buying a Book 43:36

5 years 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

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How To Go Independent

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HTGI 101: We're baaaaack! 18:19

5 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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

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How To Go Independent

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

6 years 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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