• Home
  • About Us
  • Toolkit
  • Getting Finances Done
    • Hiring Advisors
    • Debt Management
    • Spending Plan
  • Insurance
    • Life Insurance
    • Health Insurance
    • Disability Insurance
    • Homeowners/Renters Insurance
  • Contact Us
  • Privacy Policy
  • Risk Tolerance Quiz

The Free Financial Advisor

You are here: Home / Hiring Advisors / The Worst of the Free Financial Advisor #2: Top 5 Reasons We Like the Roth IRA – Are Tax Refunds Bad? – Hiring an Advisor

The Worst of the Free Financial Advisor #2: Top 5 Reasons We Like the Roth IRA – Are Tax Refunds Bad? – Hiring an Advisor

March 19, 2012 by Average Joe 4 Comments

Holy big topics, Batman! We’ve got a great show for you today.

First – Joe & OG talk Hiring an Advisor. Should you hire one? If so, what should you look for? What questions should you ask?

Then – Len, Carrie, Dom  and of course Dr. Dean discuss tax refunds. Should you avoid one?

Finally – Our top 5 reasons we love the Roth IRA.

Subscribe to the show (or just listen) on iTunes here.

Download the show directly by right-clicking here.

 

Hiring an Advisor

FINRA.org BrokerCheck

CFP – Questions to Ask When Hiring a Financial Planner

5 Jaw-Dropping Financial Advisor Interview Questions

Ric Edelman: The Truth About Money (Amazon page)

Our Roundtable Members Sites:

Carrie Smith = CarefulCents.com

Dominique Brown = YourFinancesSimplified

Dr. Dean = The Millionaire Nurse Blog

Len Penzo = Len Penzo (dot) Com

The Squirrelers.com article we’re discussing: Tax Refunds Are Not Taboo

 

 

 

 

(Visited 31 times, 1 visits today)

Filed Under: Hiring Advisors, Planning, Podcast, Tax Planning, tax tips

Comments

  1. MyCanadianFinances says

    March 19, 2012 at 8:25 am

    Great show guys! Listened to it yesterday. I think you have me hooked. Great laughs all around.

    Reply
  2. Matt @ RamblingFever Money says

    March 20, 2012 at 7:08 am

    Great podcast guys! I especially love the round table. You’re all hilarious. I am subscribed and anxiously awaiting new episodes each week. I will also help promote this as best as I can… but not until I get the $10! Haha.

    Reply
  3. John says

    May 18, 2012 at 9:45 pm

    Good share go to download now
    Thank you very much

    Reply

Trackbacks

  1. 24 Stupid Things People Do With Their Money! | The Millionaire Nurse Blog says:
    March 29, 2012 at 6:00 am

    […] most recent screw-up was ordering a microphone for the “Worst of the Free Financial Advisor Podcast”-which foolishly invited me to be a panelist. Throwing Away […]

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

FOLLOW US

Search this site:


Recent Posts

  • How long should you keep financial records after a death? by Jacob Sensiba
  • Can My Savings Account Affect My Financial Aid? by Tamila McDonald
  • What Advantages and Disadvantages Are There To… by Jacob Sensiba
  • How to Recover Pay Stubs From Your Old Job? by Susan Paige
  • How to Avoid NJ Exit Tax by Jacob Sensiba
  • When Are Manufactured Homes a Good Investment? by Tamila McDonald
  • Appreciating vs. Depreciating Assets by Jacob Sensiba

Copyright © 2022 · News Pro Theme on Genesis Framework