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Fee Only Financial Planning Insurance 
Nerd's Eye View
AUGUST 15, 2023
Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.
246 
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Finding the right financial advisor is so important. Here are some ways to find the best fee-only financial advisor to suit your needs.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
DECEMBER 12, 2023
Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households.
The Chicago Financial Planner
FEBRUARY 2, 2024
Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. Hiring the right advisor for your needs is critical. What are your conflicts of interest?
Nerd's Eye View
SEPTEMBER 3, 2024
Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.
Nerd's Eye View
JANUARY 12, 2023
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. Others use frequent emails to stay in regular contact, sending reminders or helpful information relevant to their clients.
244 
Sara Grillo
OCTOBER 21, 2022
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Fee-only advisors are bound to the fiduciary standard.
98 
eMoney Advisor
MARCH 16, 2023
When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Tax and insurance advice was also somewhat constrained. Along the way, I’ve gathered six key insights about financial planning for Millennials.
Walkner Condon Financial Advisors
APRIL 17, 2023
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This can include mutual funds, insurance policies, annuities, and other financial products. Fee-based advisors are where it can get complicated.
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MainStreet Financial Planning
FEBRUARY 1, 2024
During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.
Nerd's Eye View
SEPTEMBER 10, 2024
So, whether you're interested in learning about how serving a niche can help a newer advisor gain credibility with clients, using a podcast to generate new client leads, or how to profitably transition from a broker-dealer platform to the RIA model, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Mason.
Sara Grillo
JANUARY 8, 2024
While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.
Your Richest Life
FEBRUARY 24, 2025
The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.
Your Richest Life
NOVEMBER 26, 2024
There are several benefits that come along with working a bit longer, like continued insurance benefits, socialization, mental stimulation and increased retirement savings. These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work.
52 
Your Richest Life
FEBRUARY 15, 2022
Get Trip Insurance. In the past, I’ve said that trip insurance was an unnecessary expense. It could be wise to opt for the travel insurance right now, while everything is in recovery mode. You never know what other changes could impact your trip, and the money you’re putting into planning it.
Your Richest Life
MARCH 8, 2024
But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. You have to ask for what you want.
Your Richest Life
MARCH 31, 2023
Typically, the FDIC insures a bank balance of up to $250,000. So the FDIC guaranteed both insured and uninsured deposits, because not doing so presented a threat to the U.S. It might sound scary, but this is an opportunity for everyone to familiarize themselves with FDIC insurance and the importance of diversification.
105 
Your Richest Life
OCTOBER 1, 2022
Have the Appropriate Insurance. Homeowners insurance covers many disasters, but it doesn’t always cover everything. Make sure you know what your insurance policy covers, as well as what it doesn’t. Disaster Preparedness Financial Documents. Insurance policies. Estate planning documents. Titles and deeds.
104 
Your Richest Life
JANUARY 4, 2023
Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. It’s meant to be a sort of insurance policy, so that even if an expensive surprise pops up, you won’t have to go into debt to cover it. . About Your Richest Life.
105 
Sara Grillo
JANUARY 9, 2023
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?
Walkner Condon Financial Advisors
APRIL 21, 2023
What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This can include mutual funds, insurance policies, annuities, and other financial products.
Your Richest Life
JUNE 3, 2024
Check Over retirement savings plans and health insurance Open enrollment begins in the fall, so you can use the summer to assess your benefits and make sure they’re working for you. Review your health insurance spending and retirement savings for the year, and make note of any major life changes this year.
97 
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
Marriages, divorces, children growing from minors to adults, and individuals passing away all represent significant events and will likely warrant changes to the beneficiaries listed on our retirement accounts, life insurance, and estate plans. Insurance Amounts . FINANCIAL ADVISOR. ABOUT THE AUTHOR. NATE CONDON.
Your Richest Life
JULY 17, 2024
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.
WiserAdvisor
AUGUST 18, 2023
Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.
Carson Wealth
AUGUST 28, 2022
Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . Agents of an insurance company .
Your Richest Life
OCTOBER 15, 2022
Take a look at the upcoming year and note any important changes, health plans, etc. That will help you make a decision when it’s time to compare plans. Disability insurance – Disability insurance is a frequently forgotten but very important benefit. Read my post about disability insurance here.
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International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Insurance Companies. Banks & NBFCs.
Your Richest Life
OCTOBER 15, 2024
If your employer opts for a new insurance company, for example, that could change everything from your deductible and copays to covered providers and services. The match doesn’t just have to be in a 401(k) or 403(b) plan, either; some employers will also match Roth 401(k) or Roth 403(b) contributions, as well.
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Walkner Condon Financial Advisors
FEBRUARY 28, 2023
Pros: Liquid FDIC insured up to $250k Cons: The highest interest rates may require astronomical balances, and even then you likely can get a higher rate with an online savings account with no (or much lower) minimums. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Current Yield: 0.03% – 0.1%
98 
International College of Financial Planning
SEPTEMBER 3, 2021
This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.
Harness Wealth
MAY 25, 2023
The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.
WiserAdvisor
AUGUST 3, 2023
A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.
Inside Information
FEBRUARY 27, 2023
You never hear anyone talk (or write) about this, but it’s really stunning how often the financial planning profession has been, and is, ahead of the curve in the evolution of our social environment. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.
Yardley Wealth Management
MAY 16, 2023
Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!
Sara Grillo
JULY 18, 2022
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” His smart career decisions after university allowed him to avoid the being tortured and exploited in a wirehouse, bank, and insurance company financial advisor program.
Sara Grillo
OCTOBER 10, 2022
Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. But they do have questions like: How do I set up a defined benefit plan?
Sara Grillo
AUGUST 14, 2023
The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. Not being a fiduciary financial advisor doesn’t mean you aren’t a good advisor. For example, there is nothing that says that an insurance agent’s recommendations can’t be made in the best interests of clients.
Sara Grillo
APRIL 25, 2022
Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. The tech space is great since there are RSU, ESPP etc that we can help clients plan around.
Sara Grillo
MAY 23, 2022
I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.
Clever Girl Finance
JULY 16, 2023
Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.
Clever Girl Finance
JULY 16, 2023
Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.
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