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9-23-25 Two Dads on Money - Spotting Red Flags in Financial Advisors

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Manage episode 508058714 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Not all financial advisors are created equal. Lance Roberts & Jonathan Penn break down the biggest red flags you should watch out for before trusting someone with your financial future. From hidden fees to pushy sales tactics, we’ll show you how to separate the pros from the pretenders. Whether you’re interviewing a new advisor or reviewing your current one, these insights will help you protect your money and make smarter decisions. 📺 Watch now to learn: The most common warning signs of a bad advisor How to ask the right questions when hiring one The difference between fiduciary vs. non-fiduciary advisors Why transparency is the #1 thing you should demand Marriage Tips from Two Dads: How to Say No to Your Wife SEG-1a: The Nothing Can Stop the Markets Narrative SEG-1b: The Clues in Negative DivergencesSEG-1b: Markets Continue Elevated Advance SEG-2a: Quarterly Reporting Move to Semi-Annual? SEG-2b: Trapped in the Narratives SEG-2c: When Do You Really Need a Financial Advisor? SEG-2d: Financial Advisors' Role as Educator SEG-2e: Advisor Interviews & Credentials SEG-2f: Transparency & Fees - Bernie Madoff was a Fiduciary SEG-2g: Don't Write a Check to Me SEG-2h: Fund Custodians - Who is Pershing? SEG-2i: Two Dads' Marriage Tips 📺 Subscribe for daily insights on markets, risk management, and smart investing strategies: https://www.youtube.com/c/TheRealInvestmentShow Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Divergences: Rally Setup or Pullback Ahead," is here: https://www.youtube.com/watch?v=QTVnBz3OZFk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Stock Market Outlook: Bullish or Bearish?" is here: https://www.youtube.com/watch?v=0aFDmQTsOQw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketUpdate #Investing #OilPrices #EnergyStocks #SP500 #MarketRally #FinancialAdvisor #MoneyTips #InvestingEducation #FinancialPlanning #MoneyManagement #BernierMadoff #Fiduciary #Fidelity #Pershing #MarriageTips #TwoDadsOnMoney #InvestingAdvice #Money #Investing
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2072 episodes

Artwork
iconShare
 
Manage episode 508058714 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Not all financial advisors are created equal. Lance Roberts & Jonathan Penn break down the biggest red flags you should watch out for before trusting someone with your financial future. From hidden fees to pushy sales tactics, we’ll show you how to separate the pros from the pretenders. Whether you’re interviewing a new advisor or reviewing your current one, these insights will help you protect your money and make smarter decisions. 📺 Watch now to learn: The most common warning signs of a bad advisor How to ask the right questions when hiring one The difference between fiduciary vs. non-fiduciary advisors Why transparency is the #1 thing you should demand Marriage Tips from Two Dads: How to Say No to Your Wife SEG-1a: The Nothing Can Stop the Markets Narrative SEG-1b: The Clues in Negative DivergencesSEG-1b: Markets Continue Elevated Advance SEG-2a: Quarterly Reporting Move to Semi-Annual? SEG-2b: Trapped in the Narratives SEG-2c: When Do You Really Need a Financial Advisor? SEG-2d: Financial Advisors' Role as Educator SEG-2e: Advisor Interviews & Credentials SEG-2f: Transparency & Fees - Bernie Madoff was a Fiduciary SEG-2g: Don't Write a Check to Me SEG-2h: Fund Custodians - Who is Pershing? SEG-2i: Two Dads' Marriage Tips 📺 Subscribe for daily insights on markets, risk management, and smart investing strategies: https://www.youtube.com/c/TheRealInvestmentShow Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- The latest installment of our new feature, Before the Bell, "Market Divergences: Rally Setup or Pullback Ahead," is here: https://www.youtube.com/watch?v=QTVnBz3OZFk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Stock Market Outlook: Bullish or Bearish?" is here: https://www.youtube.com/watch?v=0aFDmQTsOQw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketUpdate #Investing #OilPrices #EnergyStocks #SP500 #MarketRally #FinancialAdvisor #MoneyTips #InvestingEducation #FinancialPlanning #MoneyManagement #BernierMadoff #Fiduciary #Fidelity #Pershing #MarriageTips #TwoDadsOnMoney #InvestingAdvice #Money #Investing
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