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

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

FromStay Wealthy Retirement Podcast


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

FromStay Wealthy Retirement Podcast

ratings:
Length:
20 minutes
Released:
Dec 15, 2022
Format:
Podcast episode

Description

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: Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31. Email a screenshot of your order to book@youstaywealthy.com. 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
Released:
Dec 15, 2022
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.