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
4.7 • 3.1K Ratings
🗓️ 29 April 2008
⏱️ 34 minutes
🧾️ Download transcript
Summary
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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