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Tag: financial advisor

90 results found
resource

8 Questions to Ask Your Financial Advisor

These 8 questions will help you know for sure! Whether you’re looking for a new advisor or you’re already working…

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episode

38 Money Lessons I’ve Learned in 38 Years

Updated: September 3, 2025

I am turning 38 this year. In fact, by the time you watch this, I will have just turned 38.…

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episode

Financial Advisors Rank the Most Popular Investment Portfolios

Updated: June 6, 2025

Do you think you're smarter than the average investor? This episode breaks down the real numbers behind investor performance, critiques…

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episode

A Broken Marriage Ruined Their Finances. Here’s How They Turned It Around.

Updated: May 15, 2025

Rick and Lori share how they overcame debt, grief, and fear to build a retirement plan they can finally enjoy…

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episode

When Always Be Buying Goes WRONG!

Updated: April 1, 2025

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article

How To Become a Financial Advisor

Updated: June 20, 2025

This will sound like bragging, but it isn’t uncommon for others to want to do what we do for a…

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