Choosing a Financial Advisor
How to tell the real advisors from the salespeople.
The financial advice industry is full of noise. These episodes cut through it: how to interview an advisor, what questions to ask, how to read Form ADV, the difference between a wealth manager and a broker, and when going it alone is the right call.
- 1Ep. 24Nov 30, 2021
Do it Yourself or Hire an Advisor?
Should you manage your money or hire a professional to help?
- 2Ep. 26Dec 14, 2021
Not All Financial Advisors Are Created Equal
While having a good advisor is one of the best decisions you can make, choosing the wrong advisor can do more harm than good.
- 3Ep. 28Dec 28, 2021
How To Interview An Advisor
This is the third and final episode in a series on hiring an advisor.
- 4Ep. 53Jun 21, 2022
Making Sense of Confusing Advisor Conflicts with Professor Nicole Boyson
Nicole Boyson has been a professor at Northeastern University since 2004 where she teaches and conducts research in areas such as investments and corporate finance. She joins us today to discuss her research on fiduciaries and brokers, particularly on financial advisors and potential conflicts of interest.
- 5Ep. 66Sep 20, 2022
6 Questions People Don’t Ask Their Financial Advisor, But Should
If you’ve made the commitment to invest in yourself by assembling a professional team around you, it’s worth taking the time to ask: are you getting the full value for the price you’re paying? And are there competencies your advisor might be missing?
- 6Ep. 68Oct 4, 2022
Wealth Manager vs. Financial Advisor: What’s the Difference?
You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences.
- 7Ep. 80Dec 27, 2022
Do it Yourself or Hire an Advisor? (Rewind)
Markets are down, inflation is high, and many are expecting a recession.
- 8Ep. 81Jan 3, 2023
How To Interview An Advisor (Rewind)
The start of a new year is one of the best inflection points for your finances.
- 9Ep. 123Oct 24, 2023
Form ADV: How to Research Financial Advisory Firms
Just as you’d scrutinize a potential new car’s specs or a house’s foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains.
- 10Ep. 185Jan 1, 2025
Retirement Planning: Should You Go It Alone or Hire An Advisor?
At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you?
- 11Ep. 186Jan 8, 2025
The Financial Advisor Checklist: What To Look For (And Avoid!)
While I am biased in thinking that choosing a good advisor is one of the best decisions you can make, I’m not naïve to the fact that choosing the wrong advisor can do more harm than good.
- 12Ep. 243Feb 11, 2026
The Importance of Working With A High-Quality Advisor with Plancorp’s Ranie Verby
You’ve probably heard the case for hiring a financial advisor. This episode takes a narrower angle: what separates a high-quality advisor from everyone else using the same title, and how a DIY investor can spot the difference before it shows up in a mistake.
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