Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more
The most challenging question that I get asked on Radical Personal Finance is this: "Joshua, how do I find a great financial advisor?"
It's hard because there are great advisors at most (all?) firms and there are terrible advisors at most (all?) firms.
More importantly, there are different advisors for different stages of life and different levels of need.
Unfortunately, all these get lumped together under the term "financial advisor," which is, itself, a non-specific and mostly useless term which could refer to any number of job descriptions.
However, I still try to answer the question. And today, I'm working to answer it with a new sponsor: Paladin Registry.
This show is an interview with Jack Waymire, the founder of Paladin Registry and it contains an in-depth interview discussing the challenges and process of finding a great financial advisor.
Enjoy the show!
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