by Brian Preston | Jan 22, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss how financial advisors make their money and give some insight into frequently asked questions that we receive.
by Brian Preston | May 21, 2021 | Podcasts, Featured
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...
by Brian Preston | Jun 12, 2020 | Blogs
The accelerating growth of innovation and technology is changing almost everything about the world around us, and investing is no exception. Many changes are positive; investing is now accessible to more people and those with lower incomes, and there are funds...
by Brian Preston | Jan 17, 2020 | Blogs
Hiring a financial advisor is a decision you want to make sure you get right. It can be difficult to know when to hire an advisor, or what to look for in a financial advisor. Our latest show, How and When to Hire a Financial Advisor!, is all about what you need to...
by Brian Preston | Jan 17, 2020 | Featured, Podcasts
Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let’s break down how to know it’s time to recruit the help of an advisor and whether or...
