The tough task of picking the best advisor.


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How do you find a good advisor to help you manage your money and plan for retirement? This is a question we get a lot, and the truth is, finding a good financial advisor can be a lot trickier than we imagine. What are the subtle signs to look out for that say you can trust a company or not? Here, we highlight the weasel words, and other devious little tricks, financial companies can use to bamboozle you. By the end of this episode, you’ll have a good idea how to judge a good financial advisor from a bad one, be more equipped to handle any financial advisor or broker manipulation and feel more confident in the management of your retirement money.

Quotes from the Show:
“If you know nothing, Wall Street is an expensive place to get a lesson.” — [0:01:16]

“The bottom line is you should not have multiple retirement plans floating around.” — [0:12:00]

Learn more about Dimensional Funds.

How to streamline your online research process.

Being aware of fiduciary fakers.

Discover what a company’s ADV Part II is.

Why you’ve got to read a company’s ADV.

Weasel words you need to know.

Investor Alert! Commissionable products.

Meet the man who had twelve 401(k) plans.

The difference between a Rollover and a Distribution.

Why you need to avoid multiple retirement plans.

How to move your 401(k) money safely.

Show Links:
Vestory —

Dimensional Funds —

Vanguard —

Yelp —

FINRA Investor Alerts —

429 episodes available. A new episode about every 0 hours averaging 26 mins duration .