Our 2 Cents

Episode 104: Warning: Advisor "Red Flags" Ahead


Listen Later

Welcome back for another episode of the Our 2 Cents podcast!

We're helping you spot "red flags" when interviewing potential financial advisors, or even when reviewing your current advisor. Then we're answering some very thoughtful listener questions today. Listen in now!

  1. Financial Advisor "Red Flags":
    • Biases and the way advisors think
    • Not getting what you need from who you like
    • Too much technical jargon, not enough valuable communication
    • Overconfident market predictions
    • All upside, no downside
    • Family ties

  2. Listener Questions:
    • "According to Terry Savage, Suze Orman, and my tennis partner, I should be buying I Bonds. I've never done anything like this before. What do you think?" - John
    • "I am curious how Savant is fairing during this Bear Market. Is their level of diversification standing up better than most?" - Tom
...more
View all episodesView all episodes
Download on the App Store

Our 2 CentsBy Our2centspodcast

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Our 2 Cents

View all
TED Radio Hour by NPR

TED Radio Hour

21,954 Listeners

Stuff You Should Know by iHeartPodcasts

Stuff You Should Know

78,688 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,246 Listeners

Planet Money by NPR

Planet Money

30,609 Listeners

Marketplace by Marketplace

Marketplace

8,801 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,556 Listeners