Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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Innhold levert av Old Money™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Old Money™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Lik Old Money
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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continue reading
Impact Theory is committed to an unbiased pursuit of the truth. Tom Bilyeu approaches the most important issues in world affairs, finance, AI and Future tech, politics and mindset by breaking down these complex topics into their fundamental elements. By doing so and by connecting with some of the brightest minds of our time, he helps the audience develop a useful framework for how the world really works.
…
continue reading
Achieve Your Goals with Hal Elrod is a weekly podcast dedicated to empowering and equipping you with practical advice and strategies to achieve your goals and dreams. If you are looking for help with achieving your goals in any (or EVERY) area of your life, Hal will give you the inspiration, motivation, and action plan to take yourself and your life to the next level. Subscribe to the podcast and get a new episode every Wednesday.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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042. Do You Need a Financial Planner to Build Wealth?
Manage episode 411546629 series 3488236
Innhold levert av Old Money™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Old Money™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Gentle reminder: no one cares as much about your money as you do. Today, Amber answers a listener's question about what to look for in a financial advisor and whether you even need one. You'll learn the differences between the various financial service providers and gain the tools to discern whether or not a financial planner aligns with your wealth goals. From the hidden impact of advisor fees to why you want someone who's CFP certified, you'll learn how to take control of your financial legacy today.
---------------------------
In today's episode, we cover the following:
- Welcome to new listeners and what to expect in today's episode (0:00)
- Cornerstones of this podcast series (3:30)
- Question: How do you find a great financial advisor? Or do I really even need one? (6:07)
- What is a financial planner? (10:45)
- What you want to look for in a financial planner (14:11)
- What is a fiduciary? (18:06)
- The viability of robo-advisors (22:20)
- What is a wealth manager vs. a portfolio manager? (24:05)
- How financial service providers get paid (26:39)
- Why 1% isn't a small amount when it comes to your finances (29:37)
- Things to consider before hiring a financial planner (36:00)
- Options for when you're at the beginning of your wealth journey (39:28)
- Principles of investing according to John Bogle (41:33)
- Conclusion and citations to start your research with (46:09)
----------------------------
RESOURCES:
- Episode 001: Money is my Boyfriend: Building a Relationship with your Finances
- Episode 003: Financial Fight or Flight is Ruining Your Life
- Episode 005: Afford Everything You Want
- Episode 011: The Hot Girl's Guide to Investing
- Episode 018: Drowning in Credit Card Debt: Healing Habits & Personal Loans
- Episode 019: AMEX Black & Bilt Card Review- Your Credit Questions Answered
- Episode 028: How to Found Your Family Office and Build a Legacy
- Episode 035: Tracking your Net Worth: Worth it's Weight in Gold
- Episode 041: Hack your Brain for Wealth with Anne Lester
- Read Anne Lester's book Your Best Financial Life
- Find a financial advisor at NAPFA
----------------------------
Take control of your financial life today. Download your free Net Worth Tracker at oldmoneypodcast.com/networth and track the GROWTH of your financial future.
----------------------------
Connect with the Old Money Podcast:
Web: OldMoneyPodcast.com
Email: OldMoneyPodcast@gmail.com
Instagram: @OldMoneyPodcast
TikTok: @OldMoneyPodcast
----------------------------
Copyright (c) Old Money 2024.
The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.
Produced by AFMEDIA, a division of AFMKTG
54 episoder
Del
Manage episode 411546629 series 3488236
Innhold levert av Old Money™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Old Money™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Gentle reminder: no one cares as much about your money as you do. Today, Amber answers a listener's question about what to look for in a financial advisor and whether you even need one. You'll learn the differences between the various financial service providers and gain the tools to discern whether or not a financial planner aligns with your wealth goals. From the hidden impact of advisor fees to why you want someone who's CFP certified, you'll learn how to take control of your financial legacy today.
---------------------------
In today's episode, we cover the following:
- Welcome to new listeners and what to expect in today's episode (0:00)
- Cornerstones of this podcast series (3:30)
- Question: How do you find a great financial advisor? Or do I really even need one? (6:07)
- What is a financial planner? (10:45)
- What you want to look for in a financial planner (14:11)
- What is a fiduciary? (18:06)
- The viability of robo-advisors (22:20)
- What is a wealth manager vs. a portfolio manager? (24:05)
- How financial service providers get paid (26:39)
- Why 1% isn't a small amount when it comes to your finances (29:37)
- Things to consider before hiring a financial planner (36:00)
- Options for when you're at the beginning of your wealth journey (39:28)
- Principles of investing according to John Bogle (41:33)
- Conclusion and citations to start your research with (46:09)
----------------------------
RESOURCES:
- Episode 001: Money is my Boyfriend: Building a Relationship with your Finances
- Episode 003: Financial Fight or Flight is Ruining Your Life
- Episode 005: Afford Everything You Want
- Episode 011: The Hot Girl's Guide to Investing
- Episode 018: Drowning in Credit Card Debt: Healing Habits & Personal Loans
- Episode 019: AMEX Black & Bilt Card Review- Your Credit Questions Answered
- Episode 028: How to Found Your Family Office and Build a Legacy
- Episode 035: Tracking your Net Worth: Worth it's Weight in Gold
- Episode 041: Hack your Brain for Wealth with Anne Lester
- Read Anne Lester's book Your Best Financial Life
- Find a financial advisor at NAPFA
----------------------------
Take control of your financial life today. Download your free Net Worth Tracker at oldmoneypodcast.com/networth and track the GROWTH of your financial future.
----------------------------
Connect with the Old Money Podcast:
Web: OldMoneyPodcast.com
Email: OldMoneyPodcast@gmail.com
Instagram: @OldMoneyPodcast
TikTok: @OldMoneyPodcast
----------------------------
Copyright (c) Old Money 2024.
The content presented in this podcast is intended to entertain, educate, inspire and support listeners in their personal and professional development and does not constitute business, financial, or legal advice. Please note that this episode may contain paid endorsements and advertisements for products and services for which individuals on the show may have a direct or indirect financial interest in products or services related to the episode.
Produced by AFMEDIA, a division of AFMKTG
54 episoder
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Lik Old Money
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
Impact Theory is committed to an unbiased pursuit of the truth. Tom Bilyeu approaches the most important issues in world affairs, finance, AI and Future tech, politics and mindset by breaking down these complex topics into their fundamental elements. By doing so and by connecting with some of the brightest minds of our time, he helps the audience develop a useful framework for how the world really works.
…
continue reading
Achieve Your Goals with Hal Elrod is a weekly podcast dedicated to empowering and equipping you with practical advice and strategies to achieve your goals and dreams. If you are looking for help with achieving your goals in any (or EVERY) area of your life, Hal will give you the inspiration, motivation, and action plan to take yourself and your life to the next level. Subscribe to the podcast and get a new episode every Wednesday.
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
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