Posts tagged financial advisory services
Episode 35 - Investing Smart: How to Avoid Hidden Fees & Find the Right Advisor
Episode 35 - Investing Smart: How to Avoid Hidden Fees & Find the Right Advisor

Did you know that half of investment advisor clients think they’re getting comprehensive advice, but only 11% actually are? In this episode, Deb Meyer sits down with Stephen Tanenbaum, founder of Rainbook, a platform dedicated to bringing transparency to financial advising. Stephen shares how Rainbook helps parents evaluate their advisors, uncover hidden fees, and make sure they’re getting real value from their financial relationships.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, investment fees, transparency, financial advisory services, brokers, fiduciary advisors, mutual funds, ETFs, commission-based models, 529 college savings plans, net performance evaluation, active involvement, family finances, household spending, entrepreneurship, adaptability, uGallery, Rainbook, educational savings, personal spending habits, financial goals, household budgetingComment