
Sign up to save your podcasts
Or


All that we hear about when we read financial pieces about hiring advisors is, "Ask about the fees," and "Hire a Fee Only Advisor." Sadly, the former and current advisor who operate this podcast know it isn't that easy. There are fee only advisors who are morons and a cheap fee means nothing if you find zero value in your "low fee" advice. So what SHOULD you ask? Today we gather together some of our favorite pros to ask them. What questions SHOULD people ask (but don't)? What should people look for in a good advisor? What are the things you should expect a good advisor to actually do for you? When is the right time to hire an advisor? We'll ask these and many more questions of Dana Anspach from Sensible Money, The Retirement Answer Man, Roger Whitney, and our very own OG.
But that's not all. We're excited to hear today about one of the hottest companies in FinTech, SoLo Funds. Travis Holoway joins us on today's show to talk about lending made easy for people who traditionally struggle to find funding to make ends meet. Whether you're a lender or borrower, you'll want to hear about this company.
Of course, we'll save time for the MagnifyMoney question AND ask our team of experts to weigh in on our weekly trivia question. That AND more on today's show! Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
All that we hear about when we read financial pieces about hiring advisors is, "Ask about the fees," and "Hire a Fee Only Advisor." Sadly, the former and current advisor who operate this podcast know it isn't that easy. There are fee only advisors who are morons and a cheap fee means nothing if you find zero value in your "low fee" advice. So what SHOULD you ask? Today we gather together some of our favorite pros to ask them. What questions SHOULD people ask (but don't)? What should people look for in a good advisor? What are the things you should expect a good advisor to actually do for you? When is the right time to hire an advisor? We'll ask these and many more questions of Dana Anspach from Sensible Money, The Retirement Answer Man, Roger Whitney, and our very own OG.
But that's not all. We're excited to hear today about one of the hottest companies in FinTech, SoLo Funds. Travis Holoway joins us on today's show to talk about lending made easy for people who traditionally struggle to find funding to make ends meet. Whether you're a lender or borrower, you'll want to hear about this company.
Of course, we'll save time for the MagnifyMoney question AND ask our team of experts to weigh in on our weekly trivia question. That AND more on today's show! Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3,557 Listeners

23,061 Listeners

1,251 Listeners

3,248 Listeners

1,955 Listeners

1,175 Listeners

810 Listeners

779 Listeners

1,333 Listeners

455 Listeners

536 Listeners

984 Listeners

1,774 Listeners

5,161 Listeners

10,189 Listeners

700 Listeners

2,960 Listeners

3,056 Listeners

6,455 Listeners

728 Listeners

452 Listeners

833 Listeners

204 Listeners

2,240 Listeners

2,944 Listeners

85 Listeners

359 Listeners

18 Listeners

61 Listeners

791 Listeners

3 Listeners

2 Listeners

7 Listeners