Latest / Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
Who to Trust? Are You Working With the Right Financial Advisor - E5
Michael and Brady discuss how technology and industry changes have broadened access to financial advice, making it more accessible beyond just wealthy individuals. The episode delves into the challenges of selecting the right financial advisor, examining where Americans currently get their financial advice, and the implications of various advisory models (fee-only, fee-based, commission). Key topics include the importance of finding a suitable advisor, understanding compensation structures, and the roles played by different types of financial institutions. The episode concludes with…
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