Financial Advisors (Part 2): The 5 Different Types of Advisors

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 15 December 2022

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Want to support my upcoming book and help improve financial literacy?

To encourage your support, I'm running a "buy one, give one" campaign.

Here's how it works:

Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31.
Email a screenshot of your order to [email protected].
I will personally match your order and send you a second copy to gift to someone in your life.

All net proceeds from the book are being donated to non-profit organizations dedicated to improving financial literacy and access to advice.

Pre-order your copy of More Than Money!

***

Today I’m tackling part two of our series on Financial Advisors.

Specifically, I’m breaking down the 5 different types of advisors (and who might be a good fit for each type).

I’m also sharing some thoughts on paying for financial advice and measuring the value you receive.

If you’re ready to continue learning about the world of financial advisors + how to make sense of the different types you can work with, today’s episode is for you.

Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!

***

✏️ Grab the Episode Show Notes

📘 Pre-Order the More Than Money Book

📊 Get Your FREE Retirement & Tax Analysis

Transcript

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0:00.0	Hey, everyone, really quick. I just want to extend a big thank you to everybody who took me up on the buy one, give one offer from my upcoming book, more than money. You guys were incredibly generous. Thank you very, very much. A number of you asked if pre-ordering the Kindle version counted towards the offer. And it absolutely does. Sorry, I didn't mention that. But just know that your second copy, the gifted copy that I'll be sending you will be the
0:24.6	hard copy of the book.
0:25.7	But yes, pre-ordering the Kindle version absolutely works.
0:29.4	Again, my buy one, give one offer will run through the end of December.
0:33.7	In short, if you pre-order a copy of more than money, I will personally match your purchase
0:39.1	and buy you a second copy that you can gift to someone in your life who you think will
0:43.6	benefit from it. And as a reminder, no money is being made here by me or any of the authors.
0:49.1	All net proceeds from the book are being donated back to nonprofit organizations,
0:53.8	dedicated to improving financial
0:55.2	literacy, diversity within the planning profession, and access to pro bono financial advice.
1:01.7	So if you want to support this project and take advantage of my offer, just go to more than
1:06.5	moneybook.com, pre-order your copy, Kindle or Physical, and send a screenshot of your purchase to
1:13.4	Book at you stay wealthy.com. And then next month in January, my team will reach out to grab
1:20.5	your mailing address so we can send you the gifted copy in March when the book is officially
1:25.7	published. So again, go to more than moneybook.com or just go to Amazon and search for more
1:30.5	than money, pre-order your copy, Kindle or Physical, and then send a screenshot of your
1:35.5	purchase to book at you stay wealthy.com.
1:38.3	And if all of this is new to you and you miss the initial book announcement, just go back
1:42.7	and listen to the beginning of last week's
1:44.8	episode, which was part one of our series on financial advisors. Okay, on to today's show.
1:55.4	Welcome to the Stay Wealthy podcast. I'm your host, Taylor Schulte, and today I'm tackling
1:59.4	part two of our series on financial advisors. Specifically, I'm your host, Taylor Schulte, and today I'm tackling part two of our series on financial
	...

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