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Financial Advisors (Part 1): What Are They + What Do They Do

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Manage episode 349177181 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

Today I'm kicking off a multi-part series on Financial Advisors.

(I'm also sharing a BIG announcement with everyone! 🥳)

Here in Part 1, I'm covering three things:

  1. What is a financial advisor
  2. Why the job title is meaningless
  3. What financial advisors do (and don't do)

It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...

..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

203 episodes

Artwork
iconShare
 
Manage episode 349177181 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

Today I'm kicking off a multi-part series on Financial Advisors.

(I'm also sharing a BIG announcement with everyone! 🥳)

Here in Part 1, I'm covering three things:

  1. What is a financial advisor
  2. Why the job title is meaningless
  3. What financial advisors do (and don't do)

It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...

..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

📊 Get Your FREE Retirement & Tax Analysis

  continue reading

203 episodes

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