Dirty Secrets of Financial Advisors EXPOSED!

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 21 May 2021

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We feel like the masked magician - revealing all the secrets about the financial advisor industry! Whether it's learning how to spot conflicts of interest to catching major red flags, we're going to reveal exactly how the wealth management world operates. We'll share our own code of ethics, conflicts of interest, and fee structure, along with advice on how to vet your own financial advisor. For more information, visit: https://www.moneyguy.com/2021/05/dirty-secrets-of-financial-advisors-exposed/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Dirty secrets of financial advisors exposed.
0:04.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:11.2	investing, taxing.
0:13.1	You've got financial questions, he's got financial answers.
0:16.7	It's Brian Preston, the money guy.
0:19.9	Yeah, but I'm really excited about this show because this is something that's near and
0:24.7	dear to our hearts.
0:25.7	This is something that kind of, if you want to talk about something that elicits passion
0:30.8	from the two of us, I would say that this is one of those topics that really rings close
0:35.6	to home for us.
0:36.6	Well, if you want to lose 20 minutes of your life, go on YouTube and go pull up the old
0:41.5	historical mass magician episodes on Facebook.
0:44.6	They're all out there on YouTube now.
0:47.1	And you also get all the cringe-worthy comments from the announcer because you don't
0:50.2	realize holy cow.
0:51.2	You can't feel more risqué than you're also will be extremely impressed with the contortionist
0:56.8	which are the assistants on making the magic happen.
0:59.6	But I feel like that is the role we're playing today is that we actually did this in a
1:03.8	content meeting.
1:05.3	Is that a brought up?
1:06.3	I said, I feel like we could open the curtains, expose what's going on with financial
1:11.7	advisors.
	...

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