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Who's Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor

Who's Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor
When it comes to your financial future, selecting the right professional to be your advisor is the most important decision you will ever make. A quality choice will produce more assets for your retirement years and more financial security later in life. A bad decision will result in deferred retirements, part-time jobs, reduced standards of living, and financial insecurity. It’ s as simple as that. No one understands the relationship between investors and advisors better than Jack Waymire.With over twenty-six years of experience in the financial services industry, he has held a variety of positions– allowing him to observe the different agendas investors, advisors, and financial service companies bring to the table. Now, with Who’ s Watching Your Money?, Waymire distills his insider knowledge to help you overcome the daunting task of finding a competent, trustworthy financial advisor. Who’ s Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. Most importantly, it provides a solution. To guide you on your journey, Who’ s Watching Your Money? outlines " The 17 Paladin Principles." These proven principles– developed by author Jack Waymire– provide a summary solution that will dramatically increase the probability of finding a quality advisor who will help secure your financial future.



The Young Couple's Guide to Growing Rich Together by Jill Gianola,
The Young Couple's Guide to Growing Rich Together by Jill Gianola,
Specific Strategies for Overcoming Common Money Worries and Making Smart Financial Decisions Together Paying off five- and six-figure student loans ... Launching careers in a confusing and uncertain job market ... Young couples today face dozens of financial stresses and difficulties that their parents never dreamed of. The Young Couple's Guide to Growing Rich Together takes a unique and personal approach to successfully addressing them all. Calming and reassuring, it provides the advice and answers you need to combine two financial lives into one, discussing everything from eliminating old debt and starting a family to buying a home, saving for retirement, and much more. Nationally known financial advisor Jill Gianola follows the experiences of a typical couple to offer commonsense guidance on both the financial and nonfinancial aspects of a special and still-developing relationship. Let this insightful, entertaining book provide you with: Strategies for establishing a workable savings, investment, and tax-cutting plan from day oneTechniques for controlling your costs and saving for what you really wantFlexible financial strategies that will adapt to meet the lifetime needs of your growing family The most challenging, yet rewarding, business partnership you will ever enter is that between you and your companion. Make it work from the start, and discover how to build a financially rewarding life together, with The Young Couple's Guide to Growing Rich Together.



Fee-Only financial advisor - Fee-Only financial advisors are compensated only by their clients and accept no commissions or compensation from other sources, such as insurance products or investments. This model of compensation reduces the potential for conflicts of interest between the advisor and the client in that the advisor is not beholden to insurance, investment, and other financial companies.

Independent Financial Advisor - The term IFA or Independent Financial Adviser is a UK term to describe a financial adviser who works on behalf of their client and not on behalf of any third party (especially an insurance company). In working for the client they are independent of third party interests and therefore will tend to offer unbiased advice.

Tax advisor - A tax advisor is an independent financial expert especially trained in tax law. Some countries require tax advisors to verify the balance sheets of companies above a certain size.

Stock broker - A stock broker is a person that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.



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