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Hosted by Sean Kernan · 🇺🇸 US · EN-US · 29 episodes
Established thought leaders with verified media credentials.
Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backgrounds. These range from insurance agents and bankers to accountants and even family members, each offering their own perspective on your financial planning. Through my podcast, I help you understand who you can trust and why. It's crucial to separate the good advice from the bad, and that's where I come in. Having supervised other financial professionals for most of my career, I have seen the inn
Sean Kernan hosts How To Find A Financial Advisor, a arts show with 29 episodes published.
Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.
Guess who's (almost) back, guess who's (coming) back? Back again, almost back, almost back, almost back.... Stay tuned for new episodes very soon!
Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints
Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler
If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, o
Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.
Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?
Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.
Sean gives you the ups and downs of hiring a less-experienced financial advisor.
Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .
Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.
Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.
Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.
Sean and Ben discuss the 80/20 rule, or the Pareto Principle. Italian economist Vilfredo Pareto observed in 1906 that 80% of the land in Italy was owned by 20% of the population. He looked at other nations and saw that t
Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.
Sean talks about questions that you absolutely do not want potential financial advisors to answer without asking a dozen questions back at you.
Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.
Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!
Sean discusses the super secret question you should ask any potential financial advisor. In fact, it's so secret, he mentions it 20 seconds into the episode!
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How To Find A Financial Advisor is hosted by Sean Kernan. The show is categorised under arts and has published 29 episodes.
How To Find A Financial Advisor has published 29 episodes.
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