Skip to site content

If you are currently working with a financial advisor or are thinking about working with one, you’ll want to make sure you tune in to this week’s episode of The Money Guy Show.  With nearly 300,000 financial professionals hanging their hat on the same tile of “financial advisor,” it’s important for any investor to understand the different types of financial professionals that exist and what they do.

Navigating your personal finances can be complicated enough. Finding the right type of financial professional for your needs can be a little easier when you know what to look for and where you can find it.

In this week’s installment of The Money Guy Show, we offer helpful tips and tools as you consider your options when it comes to financial professionals.

Tune in and find out:

  • When you should consider recruiting the help of a financial advisor
  • What type of financial advisors exist and what do they do
  • What services you should look for and receive from a financial advisor
  • Why compensation model matters
  • How to uncover conflicts of interest
  • The difference been Suitability Standard and Fiduciary Standard (and which one professionals are held to)
  • How to sort through the “alphabet soup” of financial designations
  • A few DIY tactics you can deploy to start your financial planning
  • Tons of resources available to you to help you navigate finding a financial advisor and manage your finances

BONUS:

Resources Mentioned on the Show

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

The 5 Best Tools To Cover Life’s Greatest Financial Risks Thumbnail

Articles

The 5 Best Tools To Cover Life’s Greatest Financial Risks

Money is a ubiquitous stressor. 71% of Americans say that money is a significant cause of stress in their lives. Financial stress is frequently caused...

What Should I Count Towards My 25% Investing Rate? Thumbnail

Articles

What Should I Count Towards My 25% Investing Rate?

This highlight discusses what should count towards our 25% savings rule and the power of saving 25%. Your money has incredible value – use our...

When Does It Make Sense to Pause Investing? Thumbnail

Articles

When Does It Make Sense to Pause Investing?

The highlight discusses the financial complexities of maximizing employer benefits, emphasizing the importance of disciplined savings, especially for high-income earners, to secure a comfortable retirement...

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.

Financial Advisors React to INSANE Money Clips Thumbnail

Episodes

Financial Advisors React to INSANE Money Clips

From "it's never a spending issue" to sketchy tax deductions, we react to some INSANE money clips to separate the helpful advice from mindsets that...

Millionaires Expose The Truth About Wealth Thumbnail

Episodes

Millionaires Expose The Truth About Wealth

Think wealth requires luck, a high salary, or the right family? In this episode, we bust 7 common wealth myths using data from our real...

4 Warning Signs of A Financial Disaster Thumbnail

Episodes

4 Warning Signs of A Financial Disaster

Making late mortgage payments or raiding your 401(k)? Without a consistent plan, these behaviors can slowly snowball into financial disasters. Brian reveals 4 financial warning...