What are the best financial podcasts?
The best personal finance podcasts to learn the basics
- The Dave Ramsey Show. In this podcast, radio host, best-selling author and personal finance guru Dave Ramsey shares his thoughts on debt, investing, retirement, insurance and marriage.
- So Money. This podcast, from Farnoosh Torabi, is widely praised by journalists. ...
- Function. ...
- The BiggerPockets Money Podcast. ...
- Planet Money. ...
How to start a financial podcast?
Listen to our crash course episode:
- 1. How to Stay Motivated and Keep Publishing! YouTube Captivate - Start & Grow Your Podcast! ...
- 3. Easy Tactics for Finding Your First 100 Listeners Like we said earlier, a successful podcast is one that is growing. ...
- 4. Next Steps and More Helpful Podcasting Resources
How to spot a bad financial advisor?
In addition to avoiding conflicts, broker/dealers have these obligations under BI:
- Exercise reasonable care when recommending securities to retail customers.
- Disclose material facts about their relationships with recommended providers of products and services.
- Enforce policies to achieve compliance with Regulation BI.
When and how to hire a financial advisor?
“This is something you can do yourself or hire a financial advisor or money manager to invest for you.” The previous section focuses on real estate as a way to get rich, but that assumes you are buying your own rental properties. However, there are ...
Can a financial advisor have a podcast?
Speaking with the media, creating a podcast or developing a professional group can pay off. These financial advisor podcasts cover a range of financial topics, including marketing for financial advisors, financial planning strategies and how advisors can build a more diverse financial industry.
Is it worth paying 1% for a financial advisor?
But they don't offer their advice for free. The typical advisor charges clients 1% of the assets that they manage. However, rates typically decrease the more money you invest with them. So you might be wondering whether it's worth paying a financial advisor, but that answer is very personal to you.
What do top 10% of financial advisors make?
The median annual wage for personal financial advisors was $87,850 in May 2019… The lowest 10 percent earned less than $42,950, and the highest 10 percent earned more than $208,000.
Who are the top 10 financial advisors?
Dana Investment Advisors.Salem Investment Counselors.NewSouth Capital Management.Check Capital Management.Richard C. Young & Co.Gofen & Glossberg.California Financial Advisors.North Star Asset Management.More items...•
Can a financial advisor make you rich?
If an advisor works with a client who has $500,000 to invest, they could make up to $10,000 in revenue from a single client. The advisor could make 25 times more money working with a client with $500,000 than a client with $19,000.
Can financial advisors steal your money?
Yes, an unscrupulous financial advisor can steal from you, so it's important to take the time to hire a fiduciary advisor you can trust. Advisors who are registered with the SEC must act in your best interests and follow the custody rule, a set of regulations designed to safeguard your assets.
Is financial advisor a stressful job?
According to Financial Planning magazine, financial advisors face significantly more stress than the average profession, with male advisors reporting 26.2% high levels of stress than the national norm. Sometimes you may feel like squeezing the crap out of a stress ball, and that's okay.
Are financial advisors happy?
As it turns out, financial advisors rate their career happiness 2.7 out of 5 stars which puts them in the bottom 10% of careers.
Is being a financial advisor hard?
The career also has drawbacks. It takes considerable time and effort to build a client base, and steady attention to meet the regulatory requirements of the field. And it's a high-stress job in the best of times.
Who is the richest financial advisor?
License The LogoRankFirmExecutive1Chevy Chase Trust CompanyPeter Welber, President & CEO2Hightower Advisors, LLCElliot Weissbluth, Founder & CEO3Creative PlanningPeter Mallouk, President4Oxford Financial Group, LTDJeffrey Thomasson, CEO16 more rows
Which bank has best financial advisors?
Bank of America Corp.How They RankedNUMBER OF ADVISORS1Bank of America Corp.18,6882JPMorgan Chase & Co.2,5043Wells Fargo & Co.15,0004PNC Financial Services Group2,7576 more rows
How much do Top Wealth advisors make?
Accordingly, the typical compensation for Service or Lead advisors with 12 years of experience is around $116,000/year. But overall, the top tier of Lead Advisors earn a whopping $250,000 or more, with a heavy component of incentive compensation.
Who is the host of Innovating Advice?
There's a whole world of financial advisors running their own successful practices, and "Innovating Advice" host Kate Holmes is here to interview them. "There's some pretty revolutionary stuff going on outside the U.S.," says Danika Waddell, a certified financial planner who tunes into the podcast. "I've been exposed to all sorts ...
Who is the host of Barron's Advisor?
It's currently hosted by Jack Otter, Barron's editor at large, and Steve Sanduski, a certified financial planner and founder of two financial services companies. Otter and Sanduski alternate weeks.
What is the advisor lab?
If marketing is the bane of your existence, you need to listen to "The Advisor Lab" by Seven Group, a financial advisor marketing platform. The podcast focuses on marketing for financial advisors and is intended to help advisors find inspiration and fresh insights from thought leaders across various industries. It highlights the stories of those who have used innovative marketing and communications strategies to build successful businesses.
Who is the host of 2050 Wealth Partners?
Dorsainvil, co-CEO of 2050 Wealth Partners, "engages industry experts and leaders in candid conversations that encourage cultural awareness and ways to make a measurable impact," says Lazetta Rainey Braxton, a certified financial planner and co-CEO at 2050 Wealth Partners. " (Dorsainvil's) unique approach offers clear insight into the current state of the financial service industry and solutions for a more welcoming profession."
Who is Matthew Ricks?
Matthew Ricks, a certified financial planner who focuses on working with the special needs community, likes that the podcast features guests from both inside and outside the financial industry, so you get "different perspectives versus hearing the same voices each episode.".
Who is Roger Whitney?
As a certified financial planner with more than 25 years experience, Whitney's "experience really shines on the show," Crosby says.
Who is Daniel Crosby?
Thanks to Faber's knack for "breaking out of the traditional podcast guest circuit," you're likely to hear from "fascinating new voices on the show," says Daniel Crosby, chief behavioral officer at Brinker Capital, who has a Ph.D. in psychology.
What is financial advisor success podcast?
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
Who is Dan Moisand?
Dan Moisand is the Principal of Moisand Fitzgerald Tamayo, a fee-only RIA based out of Melbourne, Florida, that manages over $800-million in assets for 650 clients. Dan is a pro at communica…
Who is Michael Goodman?
Michael Goodman is the Founder and President of Wealthstream Advisors, a family RIA based out of Manhattan that manages over $1-billion in assets for 350 client families. Michael first started his…
Who hosts the modern financial advisor podcast?
The show is hosted by Mike Langford and features a variety of guests.
Who are the co-founders of Emerging Advisor?
The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Who is Larry Sprung?
Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Who are Craig and Jennifer Moser?
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works.
Who is Don McDonald?
30-year financial talk radio veteran , Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
Is independence good for advisors?
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
Who is Dan Moisand?
My guest on today’s podcast is Dan Moisand. Dan is a Principal of Moisand Fitzgerald Tamayo, a fee-only RIA headquartered in Melbourne, Florida that manages over $800m in assets for 650 households.
Who is the CEO of 6 Meridian?
My guest on today's podcast is Margaret Dechant. Margaret is the CEO of 6 Meridian, a hybrid-RIA located in Wichita, Kansas, that has $3 billion in assets under advisement, serving 700 clients.
The Iceberg Illusion
It was in 2015 that I first heard the analogy: success is like an iceberg. There’s a small portion above the surface that everyone can see – growing assets under management and staff headcount, the (hopefully polished) website and marketing about the great work the firm does for clients, and perhaps some industry accolades and recognition.
Listen & Learn
Hear the stories of successful advisors – from firms both large and small, lifestyle and enterprise, RIA and broker-dealer, employee and owner, and everything in between – or from leading industry consultants that work with financial advisors to help make us all more successful…
Kind Words From Current Listeners
Michael Kitces does an amazing job at interviewing a wide-range of professionals within the financial planning & advisory space. What I really love about it all, is that he steers the conversation in a way that highlights takeaways that us planners/advisors (new or old) can take into practice.
Start Listening Now
Ready to check out the Financial Advisor Success podcast? With more than 100 episodes, we know it’s a lot to take in at once… so we’ve built a simple system to help you get started with the right episode for you!
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Don’t want to start with the most recent episode of the podcast? Click here to go back to the beginning and check it out from the start: Episode number 1.
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How long is the Stay Wealthy podcast?
Length of episodes: 15 to 60 minutes. Available on Apple Podcast, Stitcher, Google Podcast and Spotify. The Stay Wealthy podcast, hosted by Taylor Schulte, the founder and CEO of Define Financial, a fee-only advisory firm in San Diego, is all about retirement. Specifically, how to “stay wealthy” in retirement.
When did the Money Radio podcast start?
Available on Apple Podcasts, Stitcher and Player.fm. This podcast is the only one on this list that started off as a radio show. It first aired in 1999, before podcasting took off. The show was one of many on Money Radio, a popular network in Southern California.
What is inspired money?
Andy Wang’s podcast, Inspired Money, is more than an instructional podcast on personal finance. He uses storytelling to help his listeners gain context into various money situations. His goal is “to inspire people to talk about money,” in a positive way. Many of his episodes are about interesting individuals and what they’ve managed to do with money. For example, he has recently interviewed a couple who’s managed to pay off a $300,000 mortgage in five years on one salary and a crypto-expert about the basics of bitcoin.
How long is the George Acheampong podcast?
Length of episodes: 20 to 60 minutes. Available on Apple Podcast, Google Play and Soundcloud. George Acheampong is a North Carolina-based advisor with his own firm, Capitalwise . He’s built a library of financial posts at Makes Cents 2 Me and a goal of encouraging clients and listeners to build wealth.
Who is the CEO of KPP Financial?
The podcast stays true to the “Invest” in its name by focusing on the markets, helping listeners with their investment strategies and encouraging people to save. Klein is the CEO and Peasley is the president of KPP Financial in Irvine, Calif.
Who is Brian Skrobonja?
Advisor Brian Skrobonja, the owner of Skrobonja Financial Group in Arnold, Mo. , focuses much of his podcast on retirement planning. The episodes are either on how to retire and related topics. When he’s not discussing investing for your future, Skrobonja shells out instructions on how to get into a wealth building mindset.
Who is Brian Preston?
Brian Preston has been podcasting The Money Guy Show for over a decade. The show started out of his desire to educate his clients at Abound Wealth, an advisory in Franklin, Tenn., about general personal finance. Preston hosts the show with his colleague Bo Hanson.
