Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Financial Advisors (Part 2): The 5 Different Types of Advisors

20:22
 
Share
 

Manage episode 349808729 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.

Want to support my upcoming book and help improve financial literacy?

To encourage your support, I'm running a "buy one, give one" campaign.

Here's how it works:

  1. Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31.
  2. Email a screenshot of your order to book@youstaywealthy.com.
  3. I will personally match your order and send you a second copy to gift to someone in your life.

All net proceeds from the book are being donated to non-profit organizations dedicated to improving financial literacy and access to advice.

Pre-order your copy of More Than Money!

***

Today I’m tackling part two of our series on Financial Advisors.

Specifically, I’m breaking down the 5 different types of advisors (and who might be a good fit for each type).

I’m also sharing some thoughts on paying for financial advice and measuring the value you receive.

If you’re ready to continue learning about the world of financial advisors + how to make sense of the different types you can work with, today’s episode 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

202 episodes

Artwork
iconShare
 
Manage episode 349808729 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.

Want to support my upcoming book and help improve financial literacy?

To encourage your support, I'm running a "buy one, give one" campaign.

Here's how it works:

  1. Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31.
  2. Email a screenshot of your order to book@youstaywealthy.com.
  3. I will personally match your order and send you a second copy to gift to someone in your life.

All net proceeds from the book are being donated to non-profit organizations dedicated to improving financial literacy and access to advice.

Pre-order your copy of More Than Money!

***

Today I’m tackling part two of our series on Financial Advisors.

Specifically, I’m breaking down the 5 different types of advisors (and who might be a good fit for each type).

I’m also sharing some thoughts on paying for financial advice and measuring the value you receive.

If you’re ready to continue learning about the world of financial advisors + how to make sense of the different types you can work with, today’s episode 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

202 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide