DOUGH: Is Hiring a Financial Planner a Waste of Money?
Abrahams Wallet6 Apr 2023

DOUGH: Is Hiring a Financial Planner a Waste of Money?

Mark Parrett and Steven Manuel sit down to answer an age-old question: Would I Be Burning Money to Hire a Financial Planner? What do all those letters after their names mean? What do they do that I couldn't do for myself? Are they jacking up the prices of my investments to put money in their own pockets? And how might I find out?? They discuss all this and are up front about the fact that NOT EVERYBODY NEEDS A FINANCIAL PLANNER and some tips and watch-outs in this fraught arena. Have questions about anything... email us!

Abraham's Wallet exists to inspire and equip Biblical family leaders. Please partner with us in inspiring and equipping multi-gen families at https://abrahamswallet.com/donate/

Resources mentioned in this episode:

AW episode: board of directors: https://abrahamswallet.com/podcast/you-need-a-board-of-directors/

AW article, “When I Was A Millionaire”: https://abrahamswallet.com/2018/05/16/on-riding-financial-rollercoasters/

About Abraham's Wallet:

AW website: https://abrahamswallet.com/2017/11/27/what-is-abrahams-wallet/

Apple Podcasts: https://podcasts.apple.com/us/podcast/abrahams-wallet/id1462593706

Spotify: https://open.spotify.com/show/6xbcf3IhayaoKB4sTegPRw?si=4M-m7mwUR0GigEkgrf3aJA

YouTube full episodes: https://www.youtube.com/@abrahamswallet

Twitter: https://twitter.com/abrahamswallet

Facebook: https://twitter.com/abrahamswallet

Instagram: https://www.instagram.com/abrahamswallet

This Week's Episode Rundown:

0:00 Twitter recommendations

4:00 Intro: Is Hiring a Financial Planner a Waste of Money?

6:20 What is a financial planner?

10:00 What is a Certified Financial Planner?

14:05 Are CFPs trustworthy?

17:28 Are all financial planners con men?

27:08 Rules of thumb: do I need a financial planner?

30:45 How to find out what you’re paying your investment advisor

45:10 Summary

Avsnitt(380)

You CAN afford more kids

You CAN afford more kids

“Children are a blessing.” So many of us would agree with that statement, yet small families or couples without children are so common. Why is this so?  Today we are talking about the big blessings t...

11 Dec 202458min

Year-End Tax Tips from the Experts

Year-End Tax Tips from the Experts

How can you maximize your year-end giving and lock in the best tax breaks? To uncover the secrets, we’ve invited a special guest to break down the importance of strategic giving and smart tax planning...

4 Dec 202456min

Disciple your Kids by Watching Movies

Disciple your Kids by Watching Movies

Movies are often a big part of the holiday season. But should they be? Should we allow the world into our home in this way? How can we view movies that disagree with our Biblical Worldview and use the...

27 Nov 202447min

Giving your Daughters Away to Mr. Right

Giving your Daughters Away to Mr. Right

In this episode we're diving into one of the most crucial decisions for your multi-generational family legacy: Who will your children marry? Special guest Pat Lynch shares his unique approach to givin...

20 Nov 202456min

Should Boomers Pass on Wealth Sooner?? The Key to a Lasting Inheritance

Should Boomers Pass on Wealth Sooner?? The Key to a Lasting Inheritance

In today’s economy, waiting for an inheritance feels like a luxury millennials can’t afford. But is it right to ask for your parents’ financial help now? Should boomers be stepping in while their chil...

13 Nov 202456min

Protect What Matters Most: Your Spiritual Capital

Protect What Matters Most: Your Spiritual Capital

We often take our faith and spiritual growth for granted. We think we will always be as spiritually mature as we are today. But that is not the case. If we're not actively nurturing it, it can slip aw...

6 Nov 202452min

The True Headquarters of God’s Kingdom

The True Headquarters of God’s Kingdom

The tool that God is most working through is the family. The asset that satan is most attacking is the family. Join us as we dive into how managing your family well is essential for other services and...

30 Okt 202443min

Begin Saving for your Future

Begin Saving for your Future

We all need to be saving for our future, but where do you start? -Especially in this economy! If you are feeling overwhelmed by all the financial advice out there, tune in to today’s podcast while we...

23 Okt 202449min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
badfluence
svd-tech-brief
uppgang-och-fall
avanzapodden
bathina-en-podcast
rss-borsens-finest
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
24fragor
kapitalet-en-podd-om-ekonomi
dynastin
kvalitetsaktiepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
lastbilspodden