Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, and the differences between robo-advisors and financial advisors.
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Check out all the Quic ... Show More
Feb 2024
When Should We Get a Financial Advisor?
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, John De ... Show More
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Apr 2024
What to Expect When Meeting a Financial Advisor
Do you need to be a multi-millionaire to get financial advice? Absolutely not! And to tell you why, Victoria is joined by friend of the show, financial advisor and Chief Operating Officer from Everest Wealth, Daisy Magor. On today's episode they share practical tips on what finan ... Show More
32m 5s
Mar 2023
394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More
49m 58s
Apr 2022
5 Red Flags to Watch For During a Job Interview
<p>As the Great Resignation continues, talent has all the leverage these days. If you're hunting for a new job, you're evaluating the company as much as they're evaluating you. Today, Modern Mentor highlights some common red flags—and what to watch for before you decide to accept ... Show More
7m 15s