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175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insurance Agents, What is the Role of an IPO in an Investment Portfolio

175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insuranc…

FromRadical Personal Finance


175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insuranc…

FromRadical Personal Finance

ratings:
Length:
66 minutes
Released:
Apr 3, 2015
Format:
Podcast episode

Description

Friday Q&A shows are fun and today is no exception. Today I answer five questions:

Is there any academic support for the value of financial advisors?
What is the best way to prepare to pass the CFP exam?
What is the fastest way to become a 1%er?
How do you learn to trust insurance people?
What is the role of an IPO within a broader investment portfolio?

Enjoy my answers!
Joshua
Links:

Research on investors' actual returns with DFA funds.
Vanguard's paper on the value that an advisor brings.
Morningstar's paper on the value of an advisor.
"Route to an $8 Million Portfolio Started with Frugal Living"
"How Much Money Does it Take to Be in the Top 1% of Wealth and Net Worth in the United States?"
"How Much Money Does It Take to Be In the Top 1% by State?"
Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron
Released:
Apr 3, 2015
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.