The Stay Wealthy
Retirement Show

Today I’m wrapping up our series on Financial Advisors by answering five (5) common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial

Today I’m tackling part four (4) of our series on financial advisors. Specifically, I’m covering three BIG things: What is a fiduciary financial advisor (and should investors work with one) How are ‘fee-only’ advisors different

Today I’m sharing the different ways financial advisors charge for their services. In fact, there are FOUR main fee structures you might come across when interviewing advisors… …and each one can be a disservice to

Do you want to support my upcoming book and help improve financial literacy? To encourage your support, I’m running a “buy one, give one” campaign this month. Here’s how it works 👇 Pre-order a copy

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: It doesn’t matter if you manage your