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Financial Advisors Exposed: What They're Not Telling You - Life With Mikey Episode 8
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I sat down with my partner, a former Certified Financial Planner (CFP), to uncover the truth about financial advisors and where they often go wrong. We discuss why relying solely on stocks and bonds is an outdated approach, how the fee structures really work, and the truth behind selling insurance. Whether you’re thinking about hiring a financial advisor or just want to know more about the industry, this video provides essential insights you won’t want to miss!
00:00 - Intro
04:23 - Why don't advisors invest in what the wealthy invest in?
12:20 - Stock market vs Alternatives.
19:50 - Are advisors worth the fees?
27:25 - Financial advisors who only sell insurance.
37:30 - Recession
42:37 - How advisors will stay relevant in the new digital era.
Join my Monday Morning text community: (805) 953 8938
00:00 - Intro
04:23 - Why don't advisors invest in what the wealthy invest in?
12:20 - Stock market vs Alternatives.
19:50 - Are advisors worth the fees?
27:25 - Financial advisors who only sell insurance.
37:30 - Recession
42:37 - How advisors will stay relevant in the new digital era.
Join my Monday Morning text community: (805) 953 8938
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