Erik Carter
Financial advisor providing transformative advice on achieving financial freedom and prioritizing happiness over wealth.
Top 3 podcasts with Erik Carter
Ranked by the Snipd community
May 15, 2024 • 10min
2726: What’s Probably Missing From Your Financial Plan by Erik Carter of Financial Finesse
Financial planning expert Erik Carter discusses often overlooked aspects of financial planning, such as life insurance, investment diversification, umbrella liability insurance, long-term care insurance, and estate planning. He emphasizes the importance of proactive measures in these areas to safeguard one's financial future.
Mar 14, 2024 • 11min
2655: When it Comes to Financial Advice, Follow the Money by Erik Carter of Financial Finesse
The podcast discusses conflicts of interest in financial advice, highlighting how financial incentives can shape advice. It advocates for unbiased guidance and suggests options like employer-provided financial education or independent advisors who charge flat or hourly fees. The episode sheds light on the importance of finding advisors who prioritize the client's best interests over financial gain.
Feb 25, 2024 • 10min
3089: Want to Live a Happier Financial Life by Erik Carter of Fianacial Finesse on Freedom, Happiness & Experiences
Discover transformative advice on prioritizing happiness over wealth, sensible spending on housing, investing in experiences, and valuing time over material possessions to achieve financial freedom. Learn about teaching financial literacy to kids early on and the benefits of minimalist living for long-term happiness.
