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.
The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.
By the time you know enough to choose a financial advisor properly, you may not need one at all.
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
Today's guest is a physician turned financial advisor. Here are financial recommendations from his decades of experience and observations.
Today's guest has three criteria to help you cut through the marketing fluff and find the best financial advisor for reaching your goals.
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There are many ways to get good financial advice at a fair price. The "advice only" model is another to consider. No assets under management. No Commissions. Learn about it here.
Some bloggers think an AUM model is just as bad as a commissioned model for financial advice. I'm not one of them, but you do need to ensure you are getting good advice at a fair price.
An interview with financial educator, Michael Kitces discussing the financial advising industry -- advisory fees, fiduciary duties, raising the bar, and more!
It's critical for an investor to examine five major categories of investment-related costs and reduce them wherever possible for maximum returns.
Fallen prey to the tricks of a financial salesman? Here's how to fix the mistakes these "advisors" have left you with and get your finances back on track.
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Also talking foreign retirement, benefits & job hunting, Repaye vs Paye for PSLF and lots more!
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice,REITs, and more!
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".
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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