Beyond Budgets Podcast20 Helmi 2025

Investing Smart: How to Avoid Hidden Fees & Find the Right Advisor

Did you know that half of investment advisor clients think they're getting comprehensive advice, but only 11% actually are? In this episode, Deb Meyer sits down with Stephen Tanenbaum, founder of Rainbook, a platform dedicated to bringing transparency to financial advising. Stephen shares how Rainbook helps parents evaluate their advisors, uncover hidden fees, and make sure they're getting real value from their financial relationships.

They also discuss:
✅ The difference between fiduciary advisors and commission-based brokers
✅ Common hidden fees in financial advising (and how to spot them)
✅ Why transparency matters in both finances and relationships
✅ Practical financial tips for families balancing work, kids, and budgeting
✅ The role of financial advisors beyond just managing investments

Whether you're working with an advisor now or considering hiring one, this episode will help you ask the right questions and make smarter financial decisions.

Episode Highlights

(05:40) Fiduciary Advisor on 529 Plans

(10:05) Understanding Financial Advisor Fees

(16:47) Financial Advisor Fees and Services

(25:13) Personal Finance and Budget Planning

Resources Mentioned in This Episode:

📌 Rainbook's Advisor Analyzer Tool – A free tool to evaluate your financial advisor's fees and credentials.
📌 FINRA BrokerCheck – A resource to research financial advisors and brokers.
📌 National Association of Personal Financial Advisors – A network of fee-only fiduciary advisors.

Connect with Stephen Tanenbaum

Learn more about Rainbook: rainbook.com
Connect with Stephen on LinkedIn: https://www.linkedin.com/in/stephen-tanenbaum-9596706/

Connect with Deb Meyer

Schedule an Initial Call

Download your Free Resource

Website

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(64)

What Happens When Your "Perfect Plan" Falls Apart?

In this deeply personal and vulnerable episode, Deb shares a major announcement: Beyond Budgets® is going on pause. After two and a half years of hosting this podcast, she steps back to focus on an un...

29 Huhti 25min

How to Teach Kids About Money (Without Power Struggles) with David Delisle

What if raising financially responsible kids isn't about teaching them to save more but rather helping them understand what actually matters? In this episode, Catholic financial planner and host Deb M...

16 Huhti 29min

How Much Inheritance is Too Much?

What's the right way to pass wealth to the next generation? How much inheritance is too much? We explore the deeper questions behind inheritance planning in this Beyond Budgets® episode … questio...

2 Huhti 31min

Breaking the Cycle of Poverty with Deborah Johns of Unbound

In this special Podcasthon 2026 episode, host and Catholic financial planner Deb Meyer sits down with Deborah Johns, Chief Growth Officer of Unbound, to explore a radically different approach to pov...

19 Maalis 32min

Grief, Faith, and Money: Healthy Healing for Parents

Grief can reshape your parenting, relationships, and decision-making. In Episode 59 of the Beyond Budgets® podcast, host and Catholic financial planner Deb Meyer talks with hospice nurse and Catholic ...

26 Helmi 35min

Tame the Tax Chaos: Get Organized & Confident for Tax Season

Tax season doesn't have to be overwhelming, especially when you're armed with expert tips and a solid system. In episode 58 of the Beyond Budgets® Podcast, host Deb Meyer breaks down what parents nee...

12 Helmi 27min

Reinvention, Personal Branding & AI with Mike Kim

Bestselling author and branding strategist Mike Kim joins Deb Meyer to share how personal branding isn't just for entrepreneurs. Mike offers real-life tools to help you show up with more clarity & c...

29 Tammi 37min

College Admissions Secrets: What Parents Need to Know Before Junior Year

In this candid episode of Beyond Budgets®, host Deb Meyer shares her perspective as both a financial planner and a mom of a high school junior navigating the complex world of college prep. You'll h...

15 Tammi 26min