Nov 21, 2019
The mass-produced FIRE financial advice to use low or no-fee index funds and to ditch fees ignores the invisible value of an advisor.
Even if, in a single conversation, an advisor can talk someone off the ledge and calm an emotionally charged situation, they’ve provided value beyond the 1% fee.
All is well while we...
Nov 21, 2019
Welcome to Confessions of a Financial Advisor where you'll discover the importance of focusing more on mindset and the beliefs that influence financial behavior, rather than all the numbers and strategy discussed endlessly on the other FI shows.
I’ve witnessed, first hand, the commonly held beliefs, thought...