175-Friday Q&A: Can Financial Advisors Increase Your Returns, How to Prepare For the CFP Exam, Fastest Way to Become a 1%er, How Do You Trust Insurance Agents, What is the Role of an IPO in an Investment Portfolio
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
April 3, 20151h 6m
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Show Notes
Friday Q&A shows are fun and today is no exception. Today I answer five questions:
- Is there any academic support for the value of financial advisors?
- What is the best way to prepare to pass the CFP exam?
- What is the fastest way to become a 1%er?
- How do you learn to trust insurance people?
- What is the role of an IPO within a broader investment portfolio?
Enjoy my answers!
Joshua
Links:
- Research on investors' actual returns with DFA funds.
- Vanguard's paper on the value that an advisor brings.
- Morningstar's paper on the value of an advisor.
- "Route to an $8 Million Portfolio Started with Frugal Living"
- "How Much Money Does it Take to Be in the Top 1% of Wealth and Net Worth in the United States?"
- "How Much Money Does It Take to Be In the Top 1% by State?"
- Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron