How to Find a Good Financial Advisor at a Fair Price
Do the math to ensure you are getting the best financial advice at a fair price.
Many high-income professionals are unsure if they need a financial advisor, and even if they know they need one, they may be so afraid of hiring the wrong one that they end up doing nothing. But most people will benefit from getting at least a little help from an outside expert.
Do the math to ensure you are getting the best financial advice at a fair price.
Think your advisor has your best interest in mind? Brokerages, insurance companies, and banks are often looking out for themselves first and the client last. Here are 5 reasons to choose a fee-only advisor over the "other guys".
Interview with Sarah Catherine Gutierrez founder of Aptus Financial. We discuss mistakes doc's make with their financial plan (even the DIY guys), differences in how advisors get paid and conflicts of interest with each, the future of financial advising, and lots more!
In today's podcast, I explain how and why to get a second opinion on your financial plan, keeping equity and speculative deals in taxable accounts, and answers to lots of reader questions.
Fire Your Financial Advisor is the comprehensive but high-yield course you were not given in medical school. Go from being financially illiterate to living the good life where financial worries are eliminated and you can focus on what matters most.
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A second opinion is perhaps the most underutilized financial planning technique among high-income professionals. There is little downside and all kinds of upsides.
There are few winners in any lawsuit. But that doesn't mean the rest of us can't learn something from them.
Betterment raised fees this year for large accounts. Now Wealthfront's "Direct Indexing" feature gives it the edge in the roboadvisor space.
When choosing a financial advisor, you need to review the Form ADV. In this post, Johanna Turner explains where to find it how and how to read it.
Investors and especially their advisors don't like to acknowledge just how simple investing can be- the result is investment style chaos. Focus on what matters.
Mid-career physicians face unique financial difficulties when compared to their broke early career counterparts and their late career colleagues wrestling with an impending retirement. Consider these issues in your financial planning.
Roboadvisors have their pluses and minuses. Financial Advisor Tim Baker and I explain some of the minuses. But the pluses are still pretty big.
Doctors often struggle with their personal and practice finances. It isn't just you. Learn why that is and what you can do about it.
Are you paying too much for financial advice? It isn't hard to learn to negotiate from a position of power to lower fees and stop giving money away.
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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