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Contenuto fornito da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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When to Hire an Advisor – Amberly Grant | MHFI 222

1:08:37
 
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Manage episode 426783431 series 2985701
Contenuto fornito da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Doug and Amberly discuss the ins & outs of when to consider using a financial advisor. They explore the pros & cons of working with advisors, fee structures, the importance of fiduciary responsibility, how to avoid bad financial advice, and complexities of DIY financial management. They share personal stories and experiences to illustrate the discussion, including Doug’s past mistakes with an advisor and Amberly’s insights from hosting financial discussions & events.

Be sure to check out the new GhostBed Massage Topper. Save 50% site-wide on your new mattress, pillow, and bedding over at GhostBed (coupon code: MILEHIGHFI)

Want to support our new business venture, financial advisor/fiduciary hats? If so, head over to Buy Me A Coffee.

Links

(*Some affiliate links so we might earn a commission if you buy something)

Join the Mile High FI Club – It’s our email list!

Get MHFi Merch – It helps support the show. Get t-shirts & more

**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

Brought To You By:

The Doug Show, aka Affiliate Marketing & Side Hustles

1500 Days, Carl’s Blog about Early Retirement

Email us here: doug@milehighfi.com or carl@milehighfi.com

0:00 Introduction

3:27 Definition of financial advisors

9:14 Fees

16:22 Two hats

22:13 Sleep issues

27:35 Pros of working with financial advisors

38:12 Cons of working with financial advisors

44:27 When a financial advisor is useful

53:20 When DIY might be better

57:25 FinTalks Cruise

1:03:47 Soundcheck – Laid back with rules

  continue reading

243 episodi

Artwork
iconCondividi
 
Manage episode 426783431 series 2985701
Contenuto fornito da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Carl Jensen & Doug Cunnington, Carl Jensen, and Doug Cunnington o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Doug and Amberly discuss the ins & outs of when to consider using a financial advisor. They explore the pros & cons of working with advisors, fee structures, the importance of fiduciary responsibility, how to avoid bad financial advice, and complexities of DIY financial management. They share personal stories and experiences to illustrate the discussion, including Doug’s past mistakes with an advisor and Amberly’s insights from hosting financial discussions & events.

Be sure to check out the new GhostBed Massage Topper. Save 50% site-wide on your new mattress, pillow, and bedding over at GhostBed (coupon code: MILEHIGHFI)

Want to support our new business venture, financial advisor/fiduciary hats? If so, head over to Buy Me A Coffee.

Links

(*Some affiliate links so we might earn a commission if you buy something)

Join the Mile High FI Club – It’s our email list!

Get MHFi Merch – It helps support the show. Get t-shirts & more

**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won’t even make such a claim. You shouldn’t take the info as financial, legal, or tax advice. We aren’t certified financial planners or advisors. We’re not qualified for much. So get advice from professionals.**

Brought To You By:

The Doug Show, aka Affiliate Marketing & Side Hustles

1500 Days, Carl’s Blog about Early Retirement

Email us here: doug@milehighfi.com or carl@milehighfi.com

0:00 Introduction

3:27 Definition of financial advisors

9:14 Fees

16:22 Two hats

22:13 Sleep issues

27:35 Pros of working with financial advisors

38:12 Cons of working with financial advisors

44:27 When a financial advisor is useful

53:20 When DIY might be better

57:25 FinTalks Cruise

1:03:47 Soundcheck – Laid back with rules

  continue reading

243 episodi

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