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Контент предоставлен Aussie Firebug. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Aussie Firebug или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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62. How to Vet Financial Advisors with Phil Harvey from PIFA
Manage episode 337566312 series 1918697
Контент предоставлен Aussie Firebug. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Aussie Firebug или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Have you ever been ripped off by a financial advisor?
Today’s podcast is all about identifying the tactics financial advisors use that put their interests ahead of yours.
Joining me in this discussion is Phil Harvey. He’s an independent financial advisor and one of the founding members of PIFA which stands for the Profession of Independent Financial Advisers.
Some of the topics we cover are:
- Who is Phil Harvey? (05:41)
- Phil's personal experience with financial advisors in 2010 before the royal commission (08:01)
- What motivated Phil to help start PIFA? (11:20)
- What is an independent financial adviser? (13:29)
- Fee structure differences between independent and non-independent advisors (15:25)
- What percentage of all financial advisors are independent? (22:09)
- Red flags when vetting financial advisors (36:15)
- Phil’s tips on avoiding being ripped off by a financial advisor (55:11)
Links
143 эпизодов
Поделиться
Manage episode 337566312 series 1918697
Контент предоставлен Aussie Firebug. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Aussie Firebug или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Have you ever been ripped off by a financial advisor?
Today’s podcast is all about identifying the tactics financial advisors use that put their interests ahead of yours.
Joining me in this discussion is Phil Harvey. He’s an independent financial advisor and one of the founding members of PIFA which stands for the Profession of Independent Financial Advisers.
Some of the topics we cover are:
- Who is Phil Harvey? (05:41)
- Phil's personal experience with financial advisors in 2010 before the royal commission (08:01)
- What motivated Phil to help start PIFA? (11:20)
- What is an independent financial adviser? (13:29)
- Fee structure differences between independent and non-independent advisors (15:25)
- What percentage of all financial advisors are independent? (22:09)
- Red flags when vetting financial advisors (36:15)
- Phil’s tips on avoiding being ripped off by a financial advisor (55:11)
Links
143 эпизодов
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Похожие на Aussie Firebug
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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continue reading
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continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
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continue reading
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