Today I’m tackling part four (4) of our series on financial advisors.

Specifically, I’m covering three BIG things:

1. What is a fiduciary financial advisor (and should investors work with one)
2. How are ‘fee-only’ advisors different from ‘fee-based’
3. Where can retirement savers search for a financial advisor based on their needs

If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you.

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How to Listen to Today’s Episode

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Episode Resources

• Subscribe to the Stay Wealthy Newsletter! 📬
• Financial Advisor Series [Stay Wealthy]:
  • Part 1: What Are Financial Advisors and What Do They Do 
  • Part 2: The 5 Different Types of Financial Advisors
  • Part 3: What Fees Do Financial Advisors Charge
• Resources to Search for Financial Advisors:
  • CFP Board Find a Professional
  • FPA PlannerSearch
  • NAPFA
  • XY Planning Network
  • Garrett Planning Network
  • Foundation for Financial Planning
  • San Diego Financial Literacy Center
• What is a Fiduciary [Tony Robbins]
• The Suitability Standard [FINRA]
• Letter Your Broker Won’t Sign [Stay Wealthy]
• How to Find an Advisers Form ADV [SEC]

Episode Transcript

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