Sean Kernan

How To Find A Financial Advisor

Arts EN ↓ 29 episodes

Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backgrounds. These range from insurance agents and bankers to accountants and even family members, each offe...

Author

Sean Kernan

Episodes

Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 22.04.2024 7:52

Sean talks about how to approach your potential financial advisor's fees. It's important to initiate this conversation early in your interactions to understand how the advisor is compensated. Understanding their complete fee schedule will help you understand the overall cost of their services and make sure there are no hidden surprises.

How do I ask my financial advisor what my fees are? 22.04.2024 17:41

Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.

Why would you pay a 1% per year AUM financial advisor fee? 22.04.2024 10:33

Sean explains specific fee structures and what they mean for your investment. For example, if you have $1.8 million in assets under management (AUM), you're paying $18,000/year in fees.

Do I need a financial advisor? 22.04.2024 16:02

Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.