Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors.
Commentary is offered on these films -
Groundhog Day
The Wolf of Wall Street
Glengarry Glen Ross
Wall Street
Moneyball
Show notes for this episode-
https://simplewealthkc.com/worth-the-money/
Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com
Follow Andy Flattery on Twitter
Music used in the episode-
"Disclosure Song" is Andy's. It's a partial joke, a partial hobby, and of course a compliance necessity.
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.
Subscribe to emails at https://www.gentlemanspeculator.com/
Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.
Share this post