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Modern Husbands에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Husbands 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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How to Find the Right Financial Planner

50:08
 
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Manage episode 376971196 series 3456626
Modern Husbands에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Husbands 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

John brings 30 years of Wall Street & small business ownership experience to his clients at Verbatim Financial, the flat flee Registered Investment Advisor he founded in 2019. Decades in finance taught John that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind, but only their profits, so he’s dedicated to increasing financial literacy and preventing as many people as possible from being taken advantage of.

John also founded FlatFeeAdvisors.Org as a resource for folks looking for financial advisors who manage investments for a flat annual fee, rather than a percentage of assets under management. John is a 2023 Plutus Award Finalist for Best Financial Advisor Content Creator.

John addresses the following the following questions this episode:

  • Can you take a moment to walk us through your career journey, beginning with college, to provide context for our listeners?
  • So you’re married, right? How many kids do you have? How do you and your wife manage the home and money together?
  • You are a certified financial planner, can you explain what that means relative to the fiduciary standard?
  • How can you spot whether a financial planner is ripping you off?
  • What is one piece of advice our listeners need to walk away understanding?

Click here to follow John Stoj on Twitter.

Subscribe or follow Modern Husbands on social media!
Newsletter
Facebook
YouTube
LinkedIn
Instagram
Twitter
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Substack

  continue reading

75 에피소드

Artwork
icon공유
 
Manage episode 376971196 series 3456626
Modern Husbands에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Husbands 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

John brings 30 years of Wall Street & small business ownership experience to his clients at Verbatim Financial, the flat flee Registered Investment Advisor he founded in 2019. Decades in finance taught John that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind, but only their profits, so he’s dedicated to increasing financial literacy and preventing as many people as possible from being taken advantage of.

John also founded FlatFeeAdvisors.Org as a resource for folks looking for financial advisors who manage investments for a flat annual fee, rather than a percentage of assets under management. John is a 2023 Plutus Award Finalist for Best Financial Advisor Content Creator.

John addresses the following the following questions this episode:

  • Can you take a moment to walk us through your career journey, beginning with college, to provide context for our listeners?
  • So you’re married, right? How many kids do you have? How do you and your wife manage the home and money together?
  • You are a certified financial planner, can you explain what that means relative to the fiduciary standard?
  • How can you spot whether a financial planner is ripping you off?
  • What is one piece of advice our listeners need to walk away understanding?

Click here to follow John Stoj on Twitter.

Subscribe or follow Modern Husbands on social media!
Newsletter
Facebook
YouTube
LinkedIn
Instagram
Twitter
TikTok
Substack

  continue reading

75 에피소드

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