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My Perfect Financial Advisor

My Perfect Financial Advisor

By Nicholas Stuller
Daily Personal Finance Guidance
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Asset Location Makes Asset Allocation More Efficient
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/27/asset-location-makes-asset-allocation-more-efficient/
03:53
May 27, 2021
Why So Many Underperform By So Much
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/26/why-so-many-underperform-by-so-much/
03:19
May 26, 2021
Is CEO Pay A Good Investment Indicator?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/25/is-ceo-pay-a-good-investment-indicator/
03:26
May 25, 2021
Athletes, Writers and Investors
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/24/athletes-writers-and-investors/
02:32
May 25, 2021
Dueling Approaches to Determining Risk
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/21/dueling-approaches-to-determining-risk/
03:43
May 25, 2021
Stock Selection Is No Popularity Contest
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/20/stock-selection-is-no-popularity-contest/
03:18
May 20, 2021
Recency Bias: An Avoidable Investment Mistake
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/19/recency-bias-an-avoidable-investment-mistake/
03:51
May 20, 2021
The Riskiest Cities for Your Money
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/18/the-riskiest-cities-for-your-money/
03:43
May 20, 2021
What is the Cost of a Financial Advisor?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/17/what-is-the-cost-of-a-financial-advisor/
04:07
May 20, 2021
Postnuptial Agreements for the Ultra Rich
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/14/postnuptial-agreements-for-the-ultra-rich/
03:32
May 20, 2021
When Clients Spurn an Advisor’s Advice
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/13/when-clients-spurn-an-advisors-advice/
03:32
May 20, 2021
Bitcoin: Spend or Invest? Just Ask Tinkerbell
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/12/bitcoin-spend-or-invest-just-ask-tinkerbell/
03:11
May 20, 2021
Pros and Cons of Joining an Investment Club
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/11/pros-and-cons-of-joining-an-investment-club/
03:34
May 20, 2021
Debt-Free College: Unique Alternatives
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/10/debt-free-college-unique-alternatives/
03:35
May 10, 2021
Selecting a Financial Advisor for Your Family Office
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/07/selecting-a-financial-advisor-for-your-family-office/
03:17
May 07, 2021
401(k) Split Decision: Traditional vs. Roth
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/06/401k-split-decision-traditional-vs-roth/
03:36
May 07, 2021
8 Eternal Investing Lessons from Warren Buffett
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/05/8-eternal-investing-lessons-from-warren-buffett/
03:53
May 05, 2021
Do Politics and Investing Mix?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/04/do-politics-and-investing-mix/
03:35
May 04, 2021
Success with His Parents Advisor
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/05/03/success-with-his-parents-advisor/
02:35
May 04, 2021
Changing Citizenship: Is it Worth it?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/30/changing-citizenship-is-it-worth-it/
03:32
April 30, 2021
Government Regulation of Crypto: Coming Soon?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/29/government-regulation-of-crypto-coming-soon/
03:30
April 29, 2021
2,700 Rules: The Complexity of Social Security
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/28/2700-rules-the-complexity-of-social-security/
03:30
April 29, 2021
Climate Pledges: Help or Hurt the Economy?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/27/climate-pledges-help-or-hurt-the-economy/
03:50
April 27, 2021
Sell Your Company and Pay No Capital Gains Tax
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/26/sell-your-company-and-pay-no-capital-gains-tax/
03:24
April 26, 2021
Protect Your Will From Being Contested
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/23/protect-your-will-from-being-contested/
02:43
April 23, 2021
IPO vs. Direct Listing: Does It Matter?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/22/ipo-vs-direct-listing-does-it-matter/
03:14
April 22, 2021
Lessons Learned from the Bernie Madoff Scam
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/21/lessons-learned-from-the-bernie-madoff-scam/
03:44
April 21, 2021
Earth Day Investing Clues
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/20/earth-day-investing-clues/
03:59
April 20, 2021
Pre-Divorce Money Lessons
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/19/pre-divorce-money-lessons/
03:34
April 19, 2021
Contesting a Will
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/16/contesting-a-will/
02:56
April 19, 2021
Should You be an Ambidextrous Investor?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/15/should-you-be-an-ambidextrous-investor/
03:48
April 15, 2021
The Top 7 Financial Literacy Month Offerings
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/14/the-top-7-financial-literacy-month-offerings/
03:29
April 14, 2021
What is a Tax Risk Statement?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/13/what-is-a-tax-risk-statement/
03:38
April 14, 2021
Myth Bashed: Financial Planners for the Young
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/12/myth-bashed-financial-planners-for-the-young/
03:27
April 12, 2021
RELPs: Real Estate Investing Option
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/09/relps-real-estate-investing-option/
02:60
April 12, 2021
Protecting Against COVID-19 Money Scams
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/08/protecting-against-covid-19-money-scams/
03:55
April 08, 2021
Advisor Soloists Join the Ensemble
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/07/advisor-soloists-join-the-ensemble/
03:16
April 08, 2021
What’s Driving ESG Growth?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/06/whats-driving-esg-growth/
03:39
April 06, 2021
One Question Can Change Your Retirement Plans
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/05/one-question-can-change-your-retirement-plans/
03:27
April 06, 2021
Divorce Financial Planning for the Very Wealthy
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/02/divorce-financial-planning-for-the-very-wealthy/
03:44
April 02, 2021
WFH as Investment Criterion?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/04/01/wfh-as-investment-criterion/
03:41
April 02, 2021
Four Reasons to Say “Advisor Begone!”
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/31/four-reasons-to-say-advisor-begone/
03:11
April 02, 2021
The Top 100 Sustainable Companies
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/30/the-top-100-sustainable-companies/
03:46
April 02, 2021
A Post-Mortem on Consolidating Retirement Accounts
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/29/a-post-mortem-on-consolidating-retirement-accounts/
02:59
March 29, 2021
Investment Clubs for Mere Mortals
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/26/investment-clubs-for-mere-mortals/
02:58
March 29, 2021
Trading Stocks on Margin
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/25/trading-stocks-on-margin/
03:34
March 25, 2021
My Most Gratifying Business Conversation in 30 Years
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/24/my-most-gratifying-business-conversation-in-30-years/
04:36
March 25, 2021
Cannabis Now for Investors
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/24/cannabis-now-for-investors/
03:22
March 24, 2021
The Best ESG Standards
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/23/the-best-esg-standards/
04:01
March 24, 2021
Ron’s Journey to Being a Semi-Self Directed Investor
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/22/rons-journey-to-being-a-semi-self-directed-investor/
05:45
March 22, 2021
How Should You Spend A Sudden Windfall?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/19/how-should-you-spend-a-sudden-windfall/
03:26
March 19, 2021
A Primer on Charitable Lead Trusts
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/18/a-primer-on-charitable-lead-trusts/
03:14
March 19, 2021
NFTs: The Joys of Digital Ownership
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/17/nfts-the-joys-of-digital-ownership/
03:26
March 17, 2021
Where’s All the Green Money Going?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/16/wheres-all-the-green-money-going/
03:26
March 17, 2021
Rethinking His Cost of College: Amrinders’ Story
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/15/rethinking-his-cost-of-college-amrinders-story/
04:11
March 15, 2021
Married in Business and Life: Asset Protection
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/12/married-in-business-and-life-asset-protection/
03:20
March 13, 2021
Do You Need a Charitable Remainder Trust?
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/11/do-you-need-a-charitable-remainder-trust/
03:41
March 11, 2021
The Rise of the Validators
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/10/the-rise-of-the-validators/
02:60
March 10, 2021
Billions in Green Bond Investments
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/09/billions-of-green-bond-investments/
03:42
March 09, 2021
Three Steps to Avoid Divorce Financial Ruin
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/08/three-steps-to-avoid-divorce-financial-ruin/
02:22
March 08, 2021
Private Planes in a Covid-Recovering World
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/05/private-planes-in-a-covid-recovering-world/
03:33
March 05, 2021
Choose the Right Investment Newsletter
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/04/choose-the-right-investment-newsletter/
03:42
March 04, 2021
Overlooked Pillar of Retirement Income: Immediate Annuities
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/03/overlooked-pillar-of-retirement-income-immediate-annuities/
03:43
March 03, 2021
5 Economies to Watch
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/02/5-economies-to-watch/
03:43
March 02, 2021
Joanne’s Story and Betting on Death
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/03/01/joannes-story-and-betting-on-death/
03:04
March 01, 2021
Getting Fired by Your Financial Advisor
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/02/22/getting-fired-by-your-financial-advisor/
03:47
February 26, 2021
Natural Disaster Risks
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/02/23/natural-disaster-risks/
03:29
February 26, 2021
Downbeat Investors Love Short Selling
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/02/24/downbeat-investors-love-short-selling/
02:59
February 26, 2021
Living Off Rental Properties in Retirement
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/02/26/living-off-rental-properties-in-retirement/
03:15
February 26, 2021
Store of Value: Understanding the Alternatives
This episode is also available as a blog post: https://myperfectfinancialadvisor.com/2021/02/25/store-of-value-understanding-the-alternatives/
03:47
February 25, 2021