How to Choose the Right Financial Advisor for You

On your website, it says you are educators, not financial advisors. The part of this section that stood out to me was where it talks about a fee-based professional. Explain what the difference is between a fee- based financial advisor and one who is not fee-based. We want that relationship to be without conflict of interest.

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Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit and more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why a financial education foundation was needed.

14:15 - The difference between fee-based and AUM financial advisors.

21:26 - What the ultimate buy and hold strategy is.

24:29 - How to simplify your investing and maximize returns with ETFs.

38:52 - How young investors should be thinking about inflation.

43:55 - Misconceptions around money and investing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Free book: We’re Talking Millions.
Free book: 2 Funds for Life.
The Merriman Financial Education Foundation.

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