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Content provided by Dr. Tammy Crouse and Financial Residency Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Tammy Crouse and Financial Residency Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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A Physician’s Guide to Wealth - Dirty Little Secrets of Financial Advisors REVEALED
Manage episode 423326539 series 1744046
Content provided by Dr. Tammy Crouse and Financial Residency Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Tammy Crouse and Financial Residency Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.
In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter discusses the importance of hiring a financial planner and the different standards that financial advisors are held to.
He emphasizes the fiduciary standard, which requires advisors to act in the best interests of their clients, and contrasts it with the suitability standard, which allows advisors to prioritize their own interests.
Nutter also explains the key licenses and certifications that fiduciary financial advisors should hold. Tune in to learn how to choose the right financial advisor for your needs.
Timestamp
Summary
0:07
Unveiling Financial Advisors' Confidential Earnings and Practices
1:16
How to Decide Whether to be a DIY or Hire a Financial Planner
4:37
Understanding Fiduciary Standards in Financial Planning
10:57
Comparing Fiduciary and Suitability Standards in Advice
12:25
Verifying Financial Advisors' Credentials Through BrokerCheck
13:48
Understanding Fiduciary Financial Advisor Licenses and Certifications
19:43
Choosing the Right Financial Advisory Path
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
999 episodes
Share
Manage episode 423326539 series 1744046
Content provided by Dr. Tammy Crouse and Financial Residency Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Tammy Crouse and Financial Residency Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.
In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter discusses the importance of hiring a financial planner and the different standards that financial advisors are held to.
He emphasizes the fiduciary standard, which requires advisors to act in the best interests of their clients, and contrasts it with the suitability standard, which allows advisors to prioritize their own interests.
Nutter also explains the key licenses and certifications that fiduciary financial advisors should hold. Tune in to learn how to choose the right financial advisor for your needs.
Timestamp
Summary
0:07
Unveiling Financial Advisors' Confidential Earnings and Practices
1:16
How to Decide Whether to be a DIY or Hire a Financial Planner
4:37
Understanding Fiduciary Standards in Financial Planning
10:57
Comparing Fiduciary and Suitability Standards in Advice
12:25
Verifying Financial Advisors' Credentials Through BrokerCheck
13:48
Understanding Fiduciary Financial Advisor Licenses and Certifications
19:43
Choosing the Right Financial Advisory Path
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
999 episodes
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Similar to Financial Residency
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
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continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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