Investing On Your Own Without a Financial Advisor

Adam from Tampa is skeptical about working with a financial advisor and wants to know how to invest on his own.


Andy, 

I have a hard question for you. 

For most of my life, I have been told what to do with my money. I had a family member work for Morgan Stanley and he invested for us for years. 

Last year, we had some issues within the family and decided to part ways. My wife and I quickly decided to go with another guy who does good but the last email was life insurance focused.

The main question is I want to handle all of this on my own. I feel like I can’t teach my kids what is best without knowing. Any advice?

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How to Teach Young Kids About Money (And Why They’re Never too Young) – with Liz Frazier

Almost half of the US would not be able to cover a $400 emergency.

Around 40% have credit card debt. And 1/3 of Americans have saved $0 for retirement.

If we want our kids to survive these financial trip hazards and truly thrive, we need to start their financial education early. Our guest today, Liz Frazier, is a leader in the financial literacy movement and she’s helping parents teach their young children about money as soon as possible.

Liz is a fee-only certified financial planner and the author of Beyond Piggy Banks and Lemonade Stands, How to Teach Young Kids About Finance. She is a regular contributor for Forbes and has been featured in national media such as The Wall Street Journal, PBS, CNBC, ABC and Fox Radio. Liz lives in New York with her husband and two young kids.

We’ll be discussing how to get started with educating your kids about money, how to help children determine needs versus wants and how to encourage them to be grateful and appreciate what they have.

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Why Investors Need a Fiduciary Financial Advisor – with Brent Weiss from Facet Wealth

For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient. 

I’ve invited a founding member and the Chief Evangelist of Facet Wealth, Brent Weiss to tell us more about this virtual financial advising company and how it’s helping clients of all wealth levels achieve their goals. We’re also going to discuss the importance of working with a fiduciary and defining what financial planning looks like. 

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If I Could Do It Again – 9 Pieces of Financial Advice For Me in My 20’s

The other day I was emailing with Heath, a listener of the podcast. Heath commented that my show has a family-focused tone to it, but it can really be enjoyed by single guys (like Heath) who don’t quite yet have a family as well. The compliment was extremely appreciated – thank you Heath – and it got me thinking. What advice would I have for myself 10 or so years ago before I met Nicole before I had kids and before I knew anything about money?

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