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Stay Wealthy Retirement Podcast

Jan 25, 2023

Today I’m tackling part four of our series on financial advisors.

Specifically, I’m covering three BIG things:

  1. What is a fiduciary financial advisor (and should investors work with one)
  2. How are 'fee-only' advisors different from 'fee-based'
  3. Where can retirement savers search for a financial advisor based on their...


Jan 18, 2023

Today I’m sharing the different ways financial advisors charge for their services.

In fact, there are FOUR main fee structures you might come across when interviewing advisors...

...and each one can be a disservice to someone.

In this episode, I'm covering three important things:

  • What are the four fee structures and...