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EP 56: Financial Advice: The Good, The Bad, And The Ugly

EP 56: Financial Advice: The Good, The Bad, And The Ugly

FromLove, your Money - Wealth, Money, and Financial Advisor for Women


EP 56: Financial Advice: The Good, The Bad, And The Ugly

FromLove, your Money - Wealth, Money, and Financial Advisor for Women

ratings:
Length:
37 minutes
Released:
Feb 14, 2017
Format:
Podcast episode

Description

The federal fiduciary rule has been a hot topic in recent months, first because of President Obama's decision to establish it. Now that President Trump has put the rule on hold to be reviewed, we're all talking about fiduciary advisors and regulations once more. I came across an excellent article recently, "What Your Financial Advisor Isn't Telling You," by Dr. Antoinette Schoar, and I knew I had to chat with her.  Antoinette is a professor of Entrepreneurial Finance at MIT, frequent contributor to the Journal of Finance, and part of the nonprofit ideas 42. In this interview, Dr. Schoar and I talk about the conversation with her mother and her mother's advisor that made Antoinette want to better understand the difference between fiduciary- and suitability-focused advisors. We also talk best investment strategies, including the benefits of index funds and how much stock you should own of the company that employs you.  You can find show notes and more information by clicking here: http://bit.ly/2lEVh70 
Released:
Feb 14, 2017
Format:
Podcast episode

Titles in the series (100)

Tune in to hear your host Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor, inspire and empower women on their financial and professional journeys. Profit Boss® Radio features both real-life listener stories and expert guest series on how to overcome financial obstacles and attain financial success. Get comfortable thinking and talking about money, and join a powerful tribe of women who are casting off self-limiting beliefs, deciding to be rich, and learning how to reach their financial potential. Hilary’s pragmatic approach to money, no-nonsense attitude, and sophisticated topics combine to create a podcast worthy of its 5-star rating. To learn more about Hilary, read, listen, or watch the show, follow the blog, or to connect directly visit www.hilaryhendershott.com. By Hilary Hendershott, CFP®, MBA, Fiduciary Financial Advisor