MMM #25: Good Help Ain’t Cheap When It Comes to Financial Planners
Have you thought about getting a financial advisor? Listen to this MMM episode first. You’re going to learn everything you need to know before you hire!
financial advisor
The Financial Residency Book – A Review
The Financial Residency book is hot off the press. Should you snag a copy of your own? Is it the right book for you? Come find out as I review the book written by Mr and Dr. Inman.
Please share!
Episode #6: Ways the Financial Industry Dupes Doctors
The financial industry is not your friend. Don’t believe me? Come listen to all of the common examples of how doctors get duped by financial advisors and insurance agents. You might be surprised to know that you’ve likely fallen for a few of these.
Please share!
AUM versus Flat-Fee: A Financial Advisor’s Perspective
Have you ever wanted a financial advisor’s inside perspective on fee-models? Well, today is your day. If you have a financial advisor (or if you are considering one), this post is a must-read.
Please share!
Episode #2: Would a Financial Advisor Add Value for You?
Will a financial advisor add any value for you? The answer of course is that it depends on which of the three personal finance groups you fall into… where do you fall and should you use an advisor? Come read and listen to find out.
Please share!
The Code, Conflicts, and Client Interests
Did you know that as of October 1st, 2019 all CFP’s are required to act as a fiduciary? Ever wondered if your CFP was putting your needs (or the company’s) first? Now, they have to tell you. Even Northwestern Mutual.
Please share!
Conflicts of Interest: Are You Getting Good Advice?
All that many want is good financial advice, at a good price, for the least conflict of interest. That can’t be too hard to find, right? Not if you know what you are looking for…
Please share!
Framing Your Financial Future
I love listening to podcasts. In a very busy world, I’ve found them to be something I can do even when life is crazy. You can listen to them while you work out, commute to work, when writing notes, or as your unwind for the day. Given my affection for podcasting, I’ve been looking for … Read more
Please share!
Why You Shouldn’t Trust the Financial Industry
It doesn’t take long reading physician finance blogs (or really any personal finance blog) to realize that there isn’t a lot of love lost between bloggers and the financial industry. Without knowing the background, it might seem like a disproportionate amount of hate is thrown at financial advisors and insurance agents. Yet, there are many … Read more
Please share!
Flash FIRE warning: The Dangers of Sharing Financial Independence
Fire is a passionate and unforgiving substance. It keeps you warm, heats your meals, and provides light in the dark. When wielded carefully, it is a force to be used for good. Financial FIRE (Financial Independence Retire Early) is no different. We all remember what it was like when that FIRE lit up the dark … Read more
