Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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Content provided by Old Money™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Money™ 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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…
continue reading
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042. Do You Need a Financial Planner to Build Wealth?
Manage episode 411546629 series 3488236
Content provided by Old Money™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Money™ 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.
Gentle reminder: no one cares as much about your money as you do. Today, Amber answers a listener's question about what to look for in a financial advisor and whether you even need one. You'll learn the differences between the various financial service providers and gain the tools to discern whether or not a financial planner aligns with your wealth goals. From the hidden impact of advisor fees to why you want someone who's CFP certified, you'll learn how to take control of your financial legacy today.
---------------------------
In today's episode, we cover the following:
- Welcome to new listeners and what to expect in today's episode (0:00)
- Cornerstones of this podcast series (3:30)
- Question: How do you find a great financial advisor? Or do I really even need one? (6:07)
- What is a financial planner? (10:45)
- What you want to look for in a financial planner (14:11)
- What is a fiduciary? (18:06)
- The viability of robo-advisors (22:20)
- What is a wealth manager vs. a portfolio manager? (24:05)
- How financial service providers get paid (26:39)
- Why 1% isn't a small amount when it comes to your finances (29:37)
- Things to consider before hiring a financial planner (36:00)
- Options for when you're at the beginning of your wealth journey (39:28)
- Principles of investing according to John Bogle (41:33)
- Conclusion and citations to start your research with (46:09)
----------------------------
RESOURCES:
- Episode 001: Money is my Boyfriend: Building a Relationship with your Finances
- Episode 003: Financial Fight or Flight is Ruining Your Life
- Episode 005: Afford Everything You Want
- Episode 011: The Hot Girl's Guide to Investing
- Episode 018: Drowning in Credit Card Debt: Healing Habits & Personal Loans
- Episode 019: AMEX Black & Bilt Card Review- Your Credit Questions Answered
- Episode 028: How to Found Your Family Office and Build a Legacy
- Episode 035: Tracking your Net Worth: Worth it's Weight in Gold
- Episode 041: Hack your Brain for Wealth with Anne Lester
- Read Anne Lester's book Your Best Financial Life
- Find a financial advisor at NAPFA
----------------------------
Take control of your financial life today. Download your free Net Worth Tracker at oldmoneypodcast.com/networth and track the GROWTH of your financial future.
----------------------------
Connect with the Old Money Podcast:
Web: OldMoneyPodcast.com
Email: OldMoneyPodcast@gmail.com
Instagram: @OldMoneyPodcast
TikTok: @OldMoneyPodcast
----------------------------
Copyright (c) Old Money 2024.
The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.
Produced by AFMEDIA, a division of AFMKTG
61 episodes
Share
Manage episode 411546629 series 3488236
Content provided by Old Money™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Money™ 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.
Gentle reminder: no one cares as much about your money as you do. Today, Amber answers a listener's question about what to look for in a financial advisor and whether you even need one. You'll learn the differences between the various financial service providers and gain the tools to discern whether or not a financial planner aligns with your wealth goals. From the hidden impact of advisor fees to why you want someone who's CFP certified, you'll learn how to take control of your financial legacy today.
---------------------------
In today's episode, we cover the following:
- Welcome to new listeners and what to expect in today's episode (0:00)
- Cornerstones of this podcast series (3:30)
- Question: How do you find a great financial advisor? Or do I really even need one? (6:07)
- What is a financial planner? (10:45)
- What you want to look for in a financial planner (14:11)
- What is a fiduciary? (18:06)
- The viability of robo-advisors (22:20)
- What is a wealth manager vs. a portfolio manager? (24:05)
- How financial service providers get paid (26:39)
- Why 1% isn't a small amount when it comes to your finances (29:37)
- Things to consider before hiring a financial planner (36:00)
- Options for when you're at the beginning of your wealth journey (39:28)
- Principles of investing according to John Bogle (41:33)
- Conclusion and citations to start your research with (46:09)
----------------------------
RESOURCES:
- Episode 001: Money is my Boyfriend: Building a Relationship with your Finances
- Episode 003: Financial Fight or Flight is Ruining Your Life
- Episode 005: Afford Everything You Want
- Episode 011: The Hot Girl's Guide to Investing
- Episode 018: Drowning in Credit Card Debt: Healing Habits & Personal Loans
- Episode 019: AMEX Black & Bilt Card Review- Your Credit Questions Answered
- Episode 028: How to Found Your Family Office and Build a Legacy
- Episode 035: Tracking your Net Worth: Worth it's Weight in Gold
- Episode 041: Hack your Brain for Wealth with Anne Lester
- Read Anne Lester's book Your Best Financial Life
- Find a financial advisor at NAPFA
----------------------------
Take control of your financial life today. Download your free Net Worth Tracker at oldmoneypodcast.com/networth and track the GROWTH of your financial future.
----------------------------
Connect with the Old Money Podcast:
Web: OldMoneyPodcast.com
Email: OldMoneyPodcast@gmail.com
Instagram: @OldMoneyPodcast
TikTok: @OldMoneyPodcast
----------------------------
Copyright (c) Old Money 2024.
The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.
Produced by AFMEDIA, a division of AFMKTG
61 episodes
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Similar to Old Money
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
…
continue reading
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…
continue reading
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continue reading
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continue reading
The award-winning Curiosity Daily podcast from CuriosityDaily.com will help you get smarter about the world around you. In less than 10 minutes, you’ll get a unique mix of research-based life hacks, the latest science and technology news, and more. Nate Bonham and Calli Gade will help you learn about your mind and body, outer space and the depths of the sea, and how history shaped the world into what it is today.Head to discovery+ to stream even more science content, from Animal Planet to Sc ...
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continue reading
Achieve Your Goals with Hal Elrod is a weekly podcast dedicated to empowering and equipping you with practical advice and strategies to achieve your goals and dreams. If you are looking for help with achieving your goals in any (or EVERY) area of your life, Hal will give you the inspiration, motivation, and action plan to take yourself and your life to the next level. Subscribe to the podcast and get a new episode every Wednesday.
…
continue reading
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