Today I’m kicking off a multi-part series on Financial Advisors.
(I’m also sharing a BIG announcement with everyone!)
In Part One of this series, I’m covering three things:
Key Takeaways
- What is a financial advisor
- Why the job title is meaningless
- What financial advisors do (and don’t do)
It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors…
..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.
More Than Money Book – ‘Buy One, Give One’ Campaign
As mentioned in today’s episode, 100% of the net proceeds from More Than Money are being donated back to non-profit organizations dedicated to improving financial literacy, diversity in the advisory profession, and access to financial help.
To motivate the Stay Wealthy community to support the book’s mission, I’m running a ‘buy one, give one’ campaign during the month of December.
Here’s how it works:
If you pre-purchase a copy of More Than Money for yourself, I’ll personally match your purchase and buy you a second copy to give away to someone in your life.
It could be a friend, relative, neighbor, student…whoever you think would appreciate it and benefit from it.
(Note: I don’t need or want their personal information – I’ll send YOU the second copy for you to give away out how you see fit.)
Want to participate? Here is all you have to do 👇
Step 1 – Go to www.morethanmoneybook.com and pre-order your copy.
Step 2 – Send a screenshot of your purchase to book@youstaywealthy.com.
Step 3 – Look out for an email from my team in January. They will grab your mailing address so we know where to ship your second copy.
BONUS – While, I can only commit to matching one book per person, if you’re feeling extra generous this holiday season and want to further support our mission, please consider pre-ordering more than one copy.
Once again, nobody is making a single dollar from this book, and 100% of the net proceeds are being donated back to non-profit organizations like the Foundation for Financial Planning.
Thank you in advance for your support!
~Taylor
How to Listen to Today’s Episode
🎤 Click to Listen via Your Favorite Podcast App
Episode Resources
- Subscribe to the Stay Wealthy Newsletter! 📬
- More Than Money: Real Life Stories of Financial Planning
- Retirement Plans and Financial Advisors: Last Week Tonight [John Oliver, HBO]
