Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don’t get fooled again! In this episode of the Finance for…
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When to Hire a Financial Planner
Have you ever worked with a financial planner? Do you have enough money saved for a financial planner to help? When are you ready to hire a financial planner? Depends on the situation or preference….
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Stories from the Trenches of Financial Planning for Physicians
When you run across something weird or strange, how do you avoid major mistakes and minimize errors? Get a second opinion, especially when it comes to the good, the bad, and the ugly of financial…
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Hire or Fire Your Financial Advisor with Dr. Jim Dahle and Alan Moore
Are you a physician tired of getting ripped off and wanting a fair shake on Wall Street? Rather than getting mad, understand how the financial services industry works. Do the right thing by knowing when…
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How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez
Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel…
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How Much Do You Really Pay In Hidden Fees and Commissions
5 Questions Every Physician Must Ask Their Financial Adviser
Unlike most professionals, financial advisers have a choice of operating under one of two professional standards: suitability or fiduciary. The fiduciary standard requires advisers to act in their client’s best interests, whereas the suitability standard does not.
The Financial Advisor’s Struggle To Act In The Client’s Best Interest
The True Cost Of The “No-Fee” 401k Rollover
How Traditional Financial Services Take Advantage Of Doctors
Does your Financial Advisor Sell Advice or Products?
