Podcasts about fiduciary advisors

Making the right financial decisions in retirement means working with advisors who always put your best interest first.   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

Transparency, clear communication, and a client-first philosophy built on trust are the underpinnings of sound financial guidance, explains Anthony Pellegrino, Founder and CEO of the Goldstone Financial Group (630-620-9300). Visit https://www.goldstonefinancialgroup.com/ for more information. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://www.goldstonefinancialgroup.com/ Phone: +1 630 620 9300 Email: contactus@goldstonefg.com

In this eye-opening episode, Travis is joined once again by consumer advocate and CEO of WealthRamp, Pam Krueger, for a raw, unfiltered conversation about the alarming realities behind 401(k) “advice,” what fiduciary really means, and how investors are often unknowingly being nudged into products that serve companies—not them.Pam calls out the dirty little secret no one wants to talk about: the misleading guidance that masquerades as financial planning inside workplace retirement plans. If you've ever been invited to “sit down and chat about your retirement options,” you'll want to hear why that meeting may come with hidden strings—and commissions.

If you've ever wondered who you can really trust with your money—or felt like the financial industry was built to confuse you—this episode is your compass.Travis welcomes Pam Krueger, the fearless founder and CEO of WealthRamp, to the show. She's on a mission to help everyday people find real, vetted, fee-only fiduciary advisors who actually work in your best interest. Pam's story starts in the trenches of a big brokerage firm where she witnessed firsthand how "advisors" were trained more to sell than to serve. What followed was a complete 180: a bold career pivot, a PBS show, and eventually the creation of a platform that puts consumers back in control.Together, Pam and Travis dig deep into:The shocking difference between real advisors and financial salespeopleWhy the “fiduciary” label is so often misused—and what it actually meansHow firms like Morgan Stanley and others use smoke and mirrors to confuse accountabilityWhy fee-only matters, and why you should care who gets paid—and howHow Pam helps people cut through the noise and find the right-fit advisor without gimmicks or hidden agendasThis isn't just a conversation—it's a wake-up call for anyone tired of getting pitched instead of planned for.

The Moneywise Radio Show and Podcast Monday, May 19th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Manageme instagram: MoneywiseWealthManagement Guest: Thomas Maxwell, Entrepreneur, Partner at Keathley, Maxwell & Antongiovanni, LLP, Business Owner, CPA & Much More website: www.kmallpcpa.com/  

1-17-25 What Fiduciary Advisors Can Learn From Jimmy Carter by Lance Roberts

Ryan & Lawrence discuss their journeys to becoming financial advisors, sharing personal stories and insights into the importance of financial planning. Lawrence reflects on his background and motivation to help others, while Ryan shares his unexpected path from marine biology to finance. They emphasize the significance of choosing an independent and fiduciary advisor for personalized financial guidance. Want to begin building your retirement plan? Schedule a call with us here:

Questions? Comments?Another episode on the road:0:03 Bad Year for Stock Pickers3:24 Property Value and Lease Analysis4:35 Triple Net Lease Concerns5:19 Seeking a Second Opinion5:31 Fiduciary Advisors at Apella6:18 Creating a Bright Financial Future13:17 Starting a Retirement Plan15:02 Retirement Planning for Contractors25:24 Reality Radio and Index Funds27:03 Treating Hodgepodge-itis28:44 Retirement Planning for Special Needs Children37:27 Diversification with VanguardLearn more about your ad choices. Visit megaphone.fm/adchoices

Another episode on the road: 0:03 Bad Year for Stock Pickers 3:24 Property Value and Lease Analysis 4:35 Triple Net Lease Concerns 5:19 Seeking a Second Opinion 5:31 Fiduciary Advisors at Apella 6:18 Creating a Bright Financial Future 13:17 Starting a Retirement Plan 15:02 Retirement Planning for Contractors 25:24 Reality Radio and Index Funds 27:03 Treating Hodgepodge-itis 28:44 Retirement Planning for Special Needs Children 37:27 Diversification with Vanguard Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments?In this episode:0.54 America's Obsession with New Media and Gurus1:55 The GameStop Saga Begins2:43 Reddit's Influence on GameStop Stock3:33 Lessons from the GameStop Rollercoaster5:20 Seeking a Second Opinion in Investing6:19 The Stupidity in Following Stock Recommendations7:03 GameStop Stock: A Question of Valuation8:30 The Evolution of the Gaming Industry8:54 What to Learn from the GameStop Frenzy9:49 Investing vs. Speculation12:05 Vanguard's Fiduciary Advisors and Financial Decisions12:31 Importance of Getting a Second Opinion15:03 Adjusting Investment Strategy for Retirement15:31 Vanguard's Changes in Customer Service16:45 Questioning Vanguard's Decision-Making21:25 The Significance of Money in Your Life26:34 Addressing Hodgepodgeitis in Your Investment Portfolio27:34 Vanguard's Controversial Fee Changes34:02 Strategies for Protecting Equities After Hours36:46 The Remarkable Story of Dimensional Funds38:26 Platforms for Investing: Schwab vs. TD Ameritrade39:58 Resources and Information at TalkingRealMoney.com40:49 Important Disclaimer and Legal InformationLearn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: 0.54 America's Obsession with New Media and Gurus 1:55 The GameStop Saga Begins 2:43 Reddit's Influence on GameStop Stock 3:33 Lessons from the GameStop Rollercoaster 5:20 Seeking a Second Opinion in Investing 6:19 The Stupidity in Following Stock Recommendations 7:03 GameStop Stock: A Question of Valuation 8:30 The Evolution of the Gaming Industry 8:54 What to Learn from the GameStop Frenzy 9:49 Investing vs. Speculation 12:05 Vanguard's Fiduciary Advisors and Financial Decisions 12:31 Importance of Getting a Second Opinion 15:03 Adjusting Investment Strategy for Retirement 15:31 Vanguard's Changes in Customer Service 16:45 Questioning Vanguard's Decision-Making 21:25 The Significance of Money in Your Life 26:34 Addressing Hodgepodgeitis in Your Investment Portfolio 27:34 Vanguard's Controversial Fee Changes 34:02 Strategies for Protecting Equities After Hours 36:46 The Remarkable Story of Dimensional Funds 38:26 Platforms for Investing: Schwab vs. TD Ameritrade 39:58 Resources and Information at TalkingRealMoney.com 40:49 Important Disclaimer and Legal Information Learn more about your ad choices. Visit megaphone.fm/adchoices

The trusted investment advisors at Goldstone Financial Group in Lake Forest, IL (630-620-9300) offer extensive wealth management knowledge with a personalized approach. Achieve your financial goals and secure your future with the best in the industry. Learn more at https://goldstonefinancialgroup.com Goldstone Financial Group 18W140 Butterfield Road Oakbrook Terrace, Villa Park, IL 60181, United States Website https://goldstonefinancialgroup.com/contact-us/ Email prc.pressagency@gmail.com

In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them. For additional information on...

Most financial advisors (a meaningless term) now claim to be "fiduciaries" acting in you best interests. However, since only 1% of advisors are always required as your fiduciary, are they telling you the whole truth? Probably not! Yet, they seem to be getting way with blatant duplicity (essentially lying). Many of these fiduciary liars are Certified Financial Planners® or CFPs® (they love their registered trademark) and are blatantly violating the CFP® Board's Code of Ethics. Is you financial advisor a true, 100% fiduciary or a "very nice" prevaricator? You need to know.

Fiduciary Advisors versus Suitability Advisors - how do you know which type of advisor you work with currently?  And why is it important that you know the difference between the two types? Michael D. Reese, CFP® will share a story about Lou vs Nancy to show you the differences. He will also discuss the different advantages and disadvantages of using banks, insurance companies and market based strategies when it comes to your dream retirement. Finally, Michael will share where you can get the best advice when it comes to your retirement planning. So sit back, relax, and listen to the Retirement Revolution.   CONNECT WITH MICHAEL D. REESE, CFP® Facebook // Twitter // Instagram // YouTube // Website   Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.  This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.

Episode 67: Discover how to detect Financial Fraud and decide Who To Trust With Your Money. You’ll also learn about Stock Market Correction and working with Fiduciary Advisors. Our Guest Stephen Rischall from 1080 Financial Group. Discussion Points Frugal organized sports The different types of financial fraud. How to know [...]

Jason Labrum CEO and President of Labrum Wealth Management welcomes Kent Colwell, Director of 401(K) and Retirement Plan Services at LWM. Topics of conversation today cover, tax reform, Fiduciary Advisors and Financial Planner as well as 401(k) and retirement plans.

Jason Labrum CEO and President of Labrum Wealth Management welcomes Kent Colwell, Director of 401(K) and Retirement Plan Services at LWM. Topics of conversation today cover, tax reform, Fiduciary Advisors and Financial Planner as well as 401(k) and retirement plans.

Jason Labrum and Alex Klingensmith breakdown why its imperative to hire a fiduciary advisor as well as electing to have a 401(k) Roth, and the difference between Proactive and Reactive Investing.

Jason Labrum and Alex Klingensmith breakdown why its imperative to hire a fiduciary advisor as well as electing to have a 401(k) Roth, and the difference between Proactive and Reactive Investing.

Making decisions about your financial future can be daunting. It’s hard to know which investment path to follow and how much risk you can tolerate. There’s a lot of noise to filter out -- from the talking heads on TV to advisors who aren’t necessarily looking out for your best interests, i.e., they are not fiduciary advisers who are legally bound to act in your best interest. You also need to evaluate whether you can navigate these choppy waters on your own, or if you would benefit from the help of an experienced, reputable advisor. In this episode of The Lange Money Hour: Where Smart Money Talks, CPA/Attorney Jim Lange and Pittsburgh-based investment expert, P.J. DiNuzzo, discuss how to invest successfully for financial independence and how to avoid the retirement pitfalls that can undermine your success. Jim and P.J. will cover: 1. Key personality traits of a successful DIY investor 2. The value of reputable advisor—both financially and in terms of peace-of-mind 3. What Gamma research and behavioral science can teach us about saving for retirement 4. How determining your optimal asset allocation depends on age, health and risk tolerance 5. The best techniques for diversifying your portfolio 6. Why you should try to BE the market, not BEAT the market

The Lange Money Hour welcomes back to the program Charlie Smith, executive vice president and chief investment officer of Fort Pitt Capital Group. Over the course of his 32-year career, Charlie has held leadership positions at several Pittsburgh regional investment firms, and he’s been a frequent lecturer and commentator on the economy and the market. You might have seen him on CNBC, or perhaps read his work in the Wall Street Journal. On this show among other things, we’ll talk about the big news that everybody’s been talking about, the Brexit vote, the implications for U.S. investors and what we can expect for the remainder of 2016 as a result. Plus, Charlie will talk about estimates of fair value for the U.S. stock market, what he thinks the Fed will do for the rest of the year, and his outlook for corporate earnings. TOPICS COVERED: Guest Introduction: Charlie Smith, Brexit’s Trade Consequences, Brexit and the Market, Fair Value, Fiduciary Advisors and New Rules, Advice for Investors in the Accumulation Stage

On this week’s Hanson McClain’s Money Matters: We talk to a caller who is curious about negative interest rates. We then explain to a caller how to find a financial advisor who is a fiduciary. Lastly, we talk to someone who wonders if a Roth IRA is a good option for their portfolio.  Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.  Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.