What to Know Before Hiring a Financial Advisor

What to Know Before Hiring a Financial Advisor

How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentials, fiduciary status, advisor qualifications, questions to ask, and how to prepare for your first meeting. If you're considering working with a financial advisor, this episode will help you understand how advisors are compensated, identify potential conflicts of interest, prepare your financial information, and get more value from professional financial planning. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

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How Scott & Virginia Trench Think About Goals, Spending and Investing

How Scott & Virginia Trench Think About Goals, Spending and Investing

How do Scott and Virginia Trench actually run their household, set big financial goals, and build toward financial independence together? In this episode, Scott and Virginia pull back the curtain on t...

14 Elo 1h 2min

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

REITs Have Under Performed for 25 Years. Is the Next Decade Different?

REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opp...

11 Elo 54min

Can This 29-Year-Old Couple Retire by 40 With a $2.5M Portfolio?

Can This 29-Year-Old Couple Retire by 40 With a $2.5M Portfolio?

Can a 29-year-old couple with a $1.7 million net worth become work optional by age 40? In this Finance Friday episode, we break down their financial plan after inheriting two rental properties and exp...

7 Elo 1h 3min

There's No "Right" Way to Reach Financial Independence

There's No "Right" Way to Reach Financial Independence

In this episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench react to the biggest takeaways and criticisms from Mindy's recent episode with The Money Guys. Mindy shares her ...

4 Elo 39min

The 5 FIRE Mistakes CFPs See Over and Over

The 5 FIRE Mistakes CFPs See Over and Over

On this episode of BiggerPockets Money, hosts Mindy Jensen and Scott Trench sit down with Adrianna Adams, CFP at Domain Money, to discuss some of the biggest mistakes people make on the path to financ...

31 Heinä 59min

This ALL OUT Entrepreneurial Approach to FI Got him to $5M by 30

This ALL OUT Entrepreneurial Approach to FI Got him to $5M by 30

On this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Cody Berman to uncover how he achieved financial independence before age 30 and built a $5 million...

28 Heinä 48min

The "Middle Class Trap" Is Real—But We Need a Better Name

The "Middle Class Trap" Is Real—But We Need a Better Name

What is the Middle Class Trap, and how can high earners avoid it on the path to financial independence? In this episode of the BiggerPockets Money podcast hosts, Mindy Jensen and Scott Trench explain ...

24 Heinä 36min

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