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2,385 results

rodgersassociates
Why Fee Only?
4:08
Why Fee Only?

28 views

10 years ago

Smart Finance Now
When to Hire a Financial Advisor? Flat Fee vs Commission, Big Banks

Do I need a financial advisor? How do I hire one? Or fire one? In this video, we break down exactly when to hire a financial ...

10:34
When to Hire a Financial Advisor? Flat Fee vs Commission, Big Banks

11 views

3 months ago

Finance Jane
Jack Bogle: My Essential Advice for Any Investor

John Clifton "Jack" Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate, and philanthropist.

3:41
Jack Bogle: My Essential Advice for Any Investor

124,228 views

4 years ago

The Lazy Investor
Schwab Intelligent Portfolio Review: My 1-Year Results vs. Other Robo-Advisors

I'm reviewing Charles Schwab's Robo-Advisor called "Schwab Intelligent Portfolio" after funding one over a year ago. I'll also ...

11:34
Schwab Intelligent Portfolio Review: My 1-Year Results vs. Other Robo-Advisors

18,522 views

1 year ago

Jarrad Brown - Australian Expat Finance
How Often Should You Check Your Will

As an Australian expat, keeping your Will and Estate Planning documents updated is vital. In this short video, I explain how often ...

0:59
How Often Should You Check Your Will

280 views

1 year ago

Your Money, Your Rules Podcast
The importance of fee only advisors
0:37
The importance of fee only advisors

426 views

1 year ago

aSmarterChoice
Gold IRA Fees: A Complete Guide for Beginners

Looking to secure your retirement with a Gold IRA but not sure about the costs involved? You're in the right place! In this video, we ...

2:49
Gold IRA Fees: A Complete Guide for Beginners

13 views

1 year ago

Bogleheads
Interacting with the Financial Services Industry with SC Gutierrez

In this Bogleheads® 2025 Conference session, CFP® and fee-only, advice-only planner S.C. Gutierrez pulls back the curtain on ...

33:04
Interacting with the Financial Services Industry with SC Gutierrez

3,827 views

3 weeks ago

aSmarterChoice
Understanding All The Goldco Fees Before Investing

In this video, we dive deep into all of Goldco's fees to give you a comprehensive understanding of what to expect when investing ...

2:14
Understanding All The Goldco Fees Before Investing

4 views

1 year ago

TalkTickers: AI Podcast Discussing Earnings Calls
How ETFs Use a Hidden Tax Loophole to Save Investors Billions

ETFs have revolutionized investing by offering not just low fees and easy trading but a powerful tax efficiency advantage that ...

7:01
How ETFs Use a Hidden Tax Loophole to Save Investors Billions

2 views

8 days ago

Jarrad Brown - Australian Expat Finance
The 4% Retirement Rule

How Much Do You Need to Retire? The 4% Rule Explained! In this quick video, I break down the 4% rule to help you calculate ...

0:59
The 4% Retirement Rule

2,875 views

1 year ago

Dare To Dream
How can a fee only financial advisor assist small businesses and non profit organizations
1:25
How can a fee only financial advisor assist small businesses and non profit organizations

40 views

11 years ago

Jarrad Brown - Australian Expat Finance
The BEST Time to Contribute to Your Superannuation

Wondering when to top up your superannuation? Timing is key! In this short, I reveal why waiting until closer to the end of the ...

0:53
The BEST Time to Contribute to Your Superannuation

498 views

1 year ago

7 Figure Squad
Who REALLY Makes Money Selling Life Insurance

lifeinsurance.

0:45
Who REALLY Makes Money Selling Life Insurance

97,818 views

2 years ago

Jarrad Brown - Australian Expat Finance
Decade of HECS Indexation Rates

Did you know the HECS indexation rate for the last 2 years is higher than the past decade. Now is a great time to consider ...

0:58
Decade of HECS Indexation Rates

116 views

1 year ago

402 Financial
Are You Losing Money to Investment Fees? Learn How to Protect Your Nest Egg!

This is a video about if you are losing money to investment fees. As well as how to protect your nest egg! Two factors we can ...

5:50
Are You Losing Money to Investment Fees? Learn How to Protect Your Nest Egg!

90 views

1 year ago

Jarrad Brown - Australian Expat Finance
Why Your Super is a Legal Tax Haven for Retirement

Discover the Hidden Power of Your Superannuation! In this eye-opening video, I delve into the world of superannuation in ...

0:58
Why Your Super is a Legal Tax Haven for Retirement

622 views

1 year ago

Sugar Mamma
Don’t Fall For This Tax Myth 🚫 || SugarMamma.TV

Ever been told not to bother getting a second job because “you'll just get taxed more”? It's not true. The tax system doesn't punish ...

0:56
Don’t Fall For This Tax Myth 🚫 || SugarMamma.TV

1,182 views

4 months ago

Jarrad Brown - Australian Expat Finance
Margin Loans vs Geared Funds for Australian Expats

In this short video, we explore the advantages of geared funds as a viable alternative to margin loans. With minimal tax benefits ...

0:58
Margin Loans vs Geared Funds for Australian Expats

664 views

1 year ago

Joshua Wilson, CMT, AIF
Who is Joshua Wilson? Top Fee-Only Financial Advisor Bio

For more information on investment management services by Joshua's fiduciary team of fee-only certified financial planners: ...

3:44
Who is Joshua Wilson? Top Fee-Only Financial Advisor Bio

111 views

9 years ago

Corvee
My Clients Won't Pay for TAS

Explore the untapped value of tax advisory services as Corvee CEO Andrew Argue sheds light on how to overcome your biggest ...

0:51
My Clients Won't Pay for TAS

366 views

2 years ago

This Gen X Life
Retirement TRAPS That Will COST You Thousands! [how to make your money last!]

In this video (Part 2 of my retirement trap series), I'm exposing more costly mistakes that too many Gen Xers and retirees fall ...

19:19
Retirement TRAPS That Will COST You Thousands! [how to make your money last!]

2,340 views

8 months ago

The Travel CEO
3 Things Travel Advisors Should Charge For (Boost Your Income)

Tired of working for free? Most travel advisors are undercharging or not charging at all for valuable services. In this video, I reveal ...

0:57
3 Things Travel Advisors Should Charge For (Boost Your Income)

73 views

9 months ago

Jarrad Brown - Australian Expat Finance
Avoid This Costly Superannuation Mistake

Aussie Expats: Are You Making This Expensive Superannuation Mistake? In this video, I expose a common and costly error many ...

6:14
Avoid This Costly Superannuation Mistake

5,232 views

1 year ago

Prostobank TV
How to Understand Chase Brokerage and Investment Fees

This video explains how Chase and J.P. Morgan investment fees work across different account types. You'll learn what to expect ...

2:20
How to Understand Chase Brokerage and Investment Fees

21 views

4 weeks ago