EPISODE 68:
THE ULTIMATE GUIDE TO FINDING A FINANCIAL ADVISOR WITH MATT KWELLER (PART 1 OF 2)
Host: Ethan Steimel
Release Date: 09/13/2021
Release Date: 09/13/2021
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CERTIFIED FINANCIAL PLANNER™ Matt Kweller discusses what a financial planner is and does, how to determine if and when you should enlist one, and what you can do to prepare yourself for meeting with an advisor. We also discuss what a financial plan is, as well as what the fees and minimums are to work with a planner long term or meeting with them one time to create a custom financial plan.
Part 1 of 2. The goal with this two-part series is to create the best resource available for anyone wondering if they should get a financial planner. This can be a guide you can refer back to time and time again. I’ve already re-listened to this interview twice and I’ll likely refer back to it many times. |
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Links and Resources
Fund Expense Ratio Analyzer
Expense Ratio
ETC & Mutual Fund Comparison Calculator
Find a Certified Financial Planner professional
Step by Step Guide to Working With a Financial Planner
Sofar Sounds - Intimate concerts in unique venues
Geometry of Wealth (our affiliate link to independant booksellers)
Family Reach (pro bono financial advice for cancer patients)
Financial Planning Association - New York metro chapter
Marry Murder F*#@! - the comedy with ballroom dancing
Setting Goals
Make A Budget
Calculate Net Worth
Questions You Should Ask A Financial Advisor
Extras In The Patreon Episode
Listen to our extended discussion with Matt Kweller by becoming a patron! Thank you for your ongoing support.
HomeUnion
HomeUnion procures rental properties for individual investors.
Matt Kweller
CERTIFIED FINANCIAL PLANNER™
@doorsny
Matt Kweller | Broker Check
Matt Kweller | SEC Advisor Check
CERTIFIED FINANCIAL PLANNER™ professional Matt Kweller is a Senior Private Client Advisor at People’s United Advisors, formerly Gerstein Fisher in Midtown Manhattan.
After graduating Penn State University, he spent four years at Vanguard working to launch their hybrid digital advice solution, Personal Advisor Services. Matt is an active volunteer with Family Reach, providing pro bono financial planning services to Cancer Patients and a member of the Financial Planning Association of New York metro chapter.
Expense Ratio
ETC & Mutual Fund Comparison Calculator
Find a Certified Financial Planner professional
Step by Step Guide to Working With a Financial Planner
Sofar Sounds - Intimate concerts in unique venues
Geometry of Wealth (our affiliate link to independant booksellers)
Family Reach (pro bono financial advice for cancer patients)
Financial Planning Association - New York metro chapter
Marry Murder F*#@! - the comedy with ballroom dancing
Setting Goals
Make A Budget
Calculate Net Worth
Questions You Should Ask A Financial Advisor
Extras In The Patreon Episode
Listen to our extended discussion with Matt Kweller by becoming a patron! Thank you for your ongoing support.
HomeUnion
HomeUnion procures rental properties for individual investors.
Matt Kweller
CERTIFIED FINANCIAL PLANNER™
@doorsny
Matt Kweller | Broker Check
Matt Kweller | SEC Advisor Check
CERTIFIED FINANCIAL PLANNER™ professional Matt Kweller is a Senior Private Client Advisor at People’s United Advisors, formerly Gerstein Fisher in Midtown Manhattan.
After graduating Penn State University, he spent four years at Vanguard working to launch their hybrid digital advice solution, Personal Advisor Services. Matt is an active volunteer with Family Reach, providing pro bono financial planning services to Cancer Patients and a member of the Financial Planning Association of New York metro chapter.
