Skip to site content

We feel like the masked magician – revealing all the secrets about the financial advisor industry!

Whether it’s learning how to spot conflicts of interest to catching major red flags, we’re going to reveal exactly how the wealth management world operates. We’ll share our own code of ethics, conflicts of interest, and fee structure, along with advice on how to vet your own financial advisor.

In this episode, you’ll learn:

  • How to feel confident and prepared when shopping for a financial advisor
  • What designations, experience, and track record you should look for in an advisor
  • Words and phrases to help you spot a crook
  • Common conflicts of interest and how to navigate them
  • When it’s the right time to hire a financial advisor

Research and resources from this episode:

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:

  • Episodes of The Money Guy Show every Friday
  • Episodes of Making a Millionaire every other Monday
  • Mini-shows every Wednesday
  • Ask Money Guy Livestreams every Tuesday
  • Tons of other fun content!
Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Articles

How To Become a Financial Advisor Thumbnail

Articles

How To Become a Financial Advisor

This will sound like bragging, but it isn’t uncommon for others to want to do what we do for a living at Money Guy and...

Do Married People Build Wealth Quickly? Thumbnail

Articles

Do Married People Build Wealth Quickly?

Discover the secrets to financial success in marriage! Dive into fun conversations, compromise with your partner, and use tools like the Financial Order of Operations....

Should We Switch to S&P Before Hiring a Financial Advisor? Thumbnail

Articles

Should We Switch to S&P Before Hiring a Financial Advisor?

My wife and I are 20+ years from retirement. We are close to where we hire a financial advisor within 2 years. All $250k is...

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

They Want to Cut Their Income By 50%… Is It Possible? Thumbnail

Episodes

They Want to Cut Their Income By 50%… Is It Possible?

Twins on the way, a surprise 72-month car loan, and a short emergency fund - another story from the messy middle! See how we help...

The Real Reason Americans Are Broke Thumbnail

Episodes

The Real Reason Americans Are Broke

What if we told you the reason Americans are broke have nothing to do with inflation or interest rates? We break down the three core...

5 Powerful Money Moves You Can Make in One Day Thumbnail

Episodes

5 Powerful Money Moves You Can Make in One Day

Did you know some of the most powerful money moves you will ever make can take less than a day? We are SO excited to...