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Money Guy Show

Finding a ‘Fiduciary’ Planner in a Sea of Snakes

Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 29 April 2008

⏱️ 34 minutes

🧾️ Download transcript

Summary

Being a financial planner myself, I loved an article that The New York Times featured over the weekend, "Pick a Planner Who Can Spell ‘Fiduciary’". For those who don’t know me, let me assure you that while I might not be a great grammarian, I definitely know, understand, and can spell the word ‘fiduciary‘! 😉 […] Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:07.5

investing, taxing.

0:09.5

You've got financial questions, he's got financial answers, it's Brian Preston, the money

0:15.0

guy.

0:16.0

Welcome to the money guy show, it's great to be back, this Monday, it is April 28, 2008,

0:24.2

and I'm so glad you came to join us today, and what we're going to be talking about today

0:27.9

is how to pick a planner, a financial planner, investment manager out of the sea of snakes

0:34.7

that are out there, and I know that sounds like probably a harsh thing to say, but as many

0:39.0

of you have probably found out if you've ever shopped or looked or tried to research and

0:44.9

done due diligence on hiring an investment manager or a financial planner, it can almost

0:50.0

feel like buying a new car or a used car, it's just not, it can be a pleasant experience

0:54.8

but it also can be kind of overwhelming to try to figure out what in the world is

0:59.5

the right direction, you know, and how important is this decision.

1:03.2

So that's what we're going to be focusing on today, I'm your host, Brian Preston, I'm

1:08.3

a certified public accountant, a certified financial planner, and I'm also a fee-only wealth

1:13.4

manager that does this as a hobby, this is not my full-time job, I'm not a radio personality,

1:18.6

full-time or a broadcaster where that's where I'm all my income, this is actually not

1:23.5

a primary source of income whatsoever, it's more of just a hobby of passion that has

1:27.9

kind of taken off through the grassroots support of all my listeners who have written

1:32.0

great reviews out there for Alan iTunes as well as other blog sites and elsewhere, and

1:38.5

that's what's gotten us enough attention that we've grown to the size that you've probably

1:42.4

found us out there.

...

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