The Stacking Benjamins Show cover image

The Stacking Benjamins Show

Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397)

Aug 18, 2023
Michael Kitces, Dana Anspach, and in-house CFP OG discuss where to find true financial advice. They explore the positives and negatives of financial Facebook groups, webinars, and masterclasses. The panel emphasizes the importance of psychology in financial planning and creating a personal financial "board of directors." They also touch on the consequences of bad financial advice and the success of Michael Jordan's endorsement deals.
01:16:38

Podcast summary created with Snipd AI

Quick takeaways

  • When choosing a financial advisor, look for clear communication, expertise, and respectful challenges.
  • Michael Jordan earned $1.3 billion from endorsement deals facilitated by Sonny Vaccaro.

Deep dives

Michael Jordan's endorsement earnings from Sonny Vaccaro

Michael Jordan earned $1.3 billion from endorsement deals facilitated by Sonny Vaccaro

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