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(347)

All Debts Good and Bad

All Debts Good and Bad

So you’ve budgeted your heart out. Nice work. And you are spending less than you are earning. Enthusiastic high five! And your budget has revealed to you that you previously thrown off cash like a Kardashian jettisons marriages (We’ll be here all night! Try the shrimp!)? Womp womp. The result of your former ways may very well be (in fact, statistically speaking, almost certainly is…) the American Dream-maker… DEBT! Or you may have mountains of debt and framed papers on your wall to show for it. Or perhaps a lovely 4 bedroom craftsman-style home, replete with open concept kitchen remodel with bleached faux barn wood flooring. Regardless of how you got here… shall we consider how to deal with debt? (Yes, let’s!) You can find the original blog post for this article here!

8 Maj 20198min

Budgeting 101

Budgeting 101

The explicit goal of this website is to equip YOU to be capable and confident of stewarding more (more children, more disciples, more money, etc.). As illustrated in our fabulous, touching, soon-to-be-award-winning Abrahamic drama above, he who cannot give an account of how he has managed what he has should NOT be entrusted with more. (Big definition coming up, get ready…) A BUDGET is a tool for planning and monitoring the financial assets and income streams with which we have been entrusted. See the original blog post here!

8 Maj 201913min

What is Abraham’s Wallet

What is Abraham’s Wallet

Welcome to the Abraham’s Wallet podcast! In this show, we are turning the written content from the site into audio content for those gents who love what we’re doing here but aren’t all that into reading words on a screen. So, listeners rejoice – you can now bone up on how to run your home and dough like a Biblical Boss, while you also fold laundry, exercise or groom your chinchilla. In this, episode number one, we explain what it is that we’re out to accomplish here at Abraham’s Wallet.

5 Maj 20198min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
uppgang-och-fall
svd-ledarredaktionen
rss-borsens-finest
avanzapodden
lastbilspodden
fill-or-kill
rss-kort-lang-analyspodden-fran-di
affarsvarlden
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon
dynastin
tabberaset
kapitalet-en-podd-om-ekonomi
borslunch-2
market-makers
rss-inga-dumma-fragor-om-pengar