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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(381)

Fathers, Stop Letting Fear Decide Your Future

What if the “safe” job you’re clinging to is actually holding you back from the calling God wired you for? In this episode, Steven sits down with longtime friend and father of nine, Michael Beausej...

14 Jan 41min

When "Manliness" Is Really Pride in Disguise

“I’ve been fired from four churches in five years because weak men can’t handle my masculinity.” Yep. That’s a real tweet - and it’s the perfect picture of what happens when men refuse to take resp...

7 Jan 50min

Encouragement for Faithful Fathers in 2026

As the new year begins, this episode is a word of encouragement for Abrahamic fathers who are carrying more than most people ever see. For the dads who shoulder responsibility quietly. For the husb...

31 Dec 202524min

Why Family Culture Matters More Than Ever

In this special episode, Steven sits down with one of his very first disciples from 30 years ago, Phil Ronsley. Enjoy this heartfelt conversation about long-term discipleship, building deep relati...

24 Dec 202555min

I Believed the LIE about Tithing for Years

Tithing means we write a check to the church for 10% of our income, right?? Is this what the Bible actually says to is tithing is something bigger - something more intentional? On today’s podcast ...

17 Dec 202548min

5 Christmas Traps Every Christian Family Must Avoid

Every year, families slide into the same five Christmas traps. And every year, those traps lead to the same results: debt, stress, disappointment, and a Christmas that looks nothing like the King we’...

10 Dec 202538min

DO THIS or Lose Respect

You spoke. We listened. Our last podcast on men’s fashion ruffled quite a few feathers. So in this episode, we’re addressing your questions — and reinforcing what we really believe. This isn’t ...

3 Dec 20251h

What Trump REALLY Believes About Money and God

Is Trump’s new proposed 50-year mortgage just savvy economics… or a dangerous move that will cripple American families for generations? In this episode, Steven and Mark break down Trump’s most tal...

26 Nov 202555min