Choosing a Financial Planner
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
4.6 • 858 Ratings
🗓️ 23 February 2020
⏱️ 15 minutes
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| 0:00.0 | Hey there, this is Daniel. Thanks for listening to DIY Money. Now, if you haven't already, be sure to give us a five-star review so your friends know that this is a show that they can learn from. Follow us on Instagram at DIY.money. Now, enjoy this episode. |
| 0:25.1 | Welcome back, ladies and gentlemen, you are listening to another edition of DIY money. We got a question today that hits right at home because for Daniel and I, unless you |
| 0:34.8 | basically haven't listened to any of our other podcast, this is a great |
| 0:39.1 | service we feel. |
| 0:40.4 | It's a great service, an outlet for us to help folks far and wide all across the globe as our |
| 0:46.5 | podcast blows up to the top of the charts. |
| 0:49.4 | But nonetheless, our day job is that of investment advisors, fee-only investment advisors. |
| 0:55.8 | Daniel is a certified financial planning professional, and so we work with folks all over |
| 1:01.8 | the United States. |
| 1:02.6 | And so this question today is right at home. |
| 1:06.8 | And I think it's a great question to talk about. |
| 1:10.3 | If you are out there and starting to think, |
| 1:12.4 | you know what, I should sit down with some sort of advisor or planner. |
| 1:17.9 | And so we've got a question just about that. |
| 1:20.7 | This question comes from Kevin. |
| 1:22.5 | Kevin, what do you got? |
| 1:23.9 | D-I-Y. |
| 1:26.1 | Hello, gentlemen. |
| 1:27.3 | My name is Kevin from Arkansas, and I have a question about how financial planners are paid. |
| 1:34.3 | Could you talk about the different ways financial planners are paid and the pros and cons? |
| 1:41.3 | The reason behind my question is I'm in the market for a financial planner, |
| 1:46.0 | and I know that some are paid off commission, which I have an inherent distrust for, |
... |
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