248-One Great Way to Start Your Search For a Financial Advisor: Interview with Jack Waymire, Founder of the Paladin Registry

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Finance, Retirement, Insurance, Business, Money, Education, Self-improvement, Financial, Independence, Growth, Advice, Investing, Family, Personal, Radical, Christian, Faith

4.4 • 1.9K Ratings

🗓️ 6 October 2015

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

The most challenging question that I get asked on Radical Personal Finance is this: "Joshua, how do I find a great financial advisor?"

It's hard because there are great advisors at most (all?) firms and there are terrible advisors at most (all?) firms.

More importantly, there are different advisors for different stages of life and different levels of need.

Unfortunately, all these get lumped together under the term "financial advisor," which is, itself, a non-specific and mostly useless term which could refer to any number of job descriptions.

However, I still try to answer the question. And today, I'm working to answer it with a new sponsor: Paladin Registry.

This show is an interview with Jack Waymire, the founder of Paladin Registry and it contains an in-depth interview discussing the challenges and process of finding a great financial advisor.

Enjoy the show!

Joshua

Start your search for a financial advisor through Paladin here: http://radicalpersonalfinance.com/paladin
Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron

Transcript

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0:00.0	A lot of you have told me that you'd like to have a good financial advisor.
0:04.2	And as I've been mentioned many times on the show for all of you long-term listeners,
0:08.6	that is the most difficult question that I have to answer is how do you find a good financial advisor? Well today I'm going to be
0:14.8	launching with an interview here a new sponsor for the show. The sponsor is
0:18.2	called Palladon Registry and the interview today is with the founder Jack
0:22.2	Weymier.
0:23.2	He's a former financial advisor.
0:25.3	Now he runs Powden Registry and some other personal projects.
0:28.6	And I believe this will be a very useful tool
0:31.2	for many of you to at least try and see if it will help you to filter
0:36.2	through the not so great financial advisor so that you can find a really great one.
0:41.7	Somebody who can understand you and who can work with you over a long period of time
0:45.8	to serve you in your journey to financial independence. And Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and I'm your
1:08.8	host. Thank you for being with me today. Thrilled to introduce this new sponsor, I've done a lot of
1:13.8	looking, done a lot of vetting, spoken extensively with Jack and with his team,
1:18.2	asked around the industry and I believe this will be a good one for you.
1:23.0	Many of you want and need a financial advisor.
1:26.0	Many of you are DIYers, which is cool.
1:28.0	But today I'm going to give you a solution for how to find a great financial advisor.
1:35.0	The reason that it's difficult to find a good financial advisor,
1:41.0	you're going to hear Jack and me discuss extensively, but the reason is that almost anybody can get licensed.
1:47.0	Licensing doesn't tell you about the ethics and the integrity and the character of the person involved.
	...

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