My Perfect Financial Advisor
By Nicholas Stuller
My Perfect Financial AdvisorMay 27, 2021
00:00
03:53
Asset Location Makes Asset Allocation More Efficient
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/27/asset-location-makes-asset-allocation-more-efficient/
May 27, 202103:53
Why So Many Underperform By So Much
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/26/why-so-many-underperform-by-so-much/
May 26, 202103:19
Is CEO Pay A Good Investment Indicator?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/25/is-ceo-pay-a-good-investment-indicator/
May 25, 202103:26
Athletes, Writers and Investors
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/24/athletes-writers-and-investors/
May 25, 202102:32
Dueling Approaches to Determining Risk
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/21/dueling-approaches-to-determining-risk/
May 25, 202103:43
Stock Selection Is No Popularity Contest
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/20/stock-selection-is-no-popularity-contest/
May 20, 202103:18
Recency Bias: An Avoidable Investment Mistake
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/19/recency-bias-an-avoidable-investment-mistake/
May 20, 202103:51
The Riskiest Cities for Your Money
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/18/the-riskiest-cities-for-your-money/
May 20, 202103:43
What is the Cost of a Financial Advisor?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/17/what-is-the-cost-of-a-financial-advisor/
May 20, 202104:07
Postnuptial Agreements for the Ultra Rich
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/14/postnuptial-agreements-for-the-ultra-rich/
May 20, 202103:32
When Clients Spurn an Advisor’s Advice
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/13/when-clients-spurn-an-advisors-advice/
May 20, 202103:32
Bitcoin: Spend or Invest? Just Ask Tinkerbell
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/12/bitcoin-spend-or-invest-just-ask-tinkerbell/
May 20, 202103:11
Pros and Cons of Joining an Investment Club
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/11/pros-and-cons-of-joining-an-investment-club/
May 20, 202103:34
Debt-Free College: Unique Alternatives
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/10/debt-free-college-unique-alternatives/
May 10, 202103:35
Selecting a Financial Advisor for Your Family Office
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/07/selecting-a-financial-advisor-for-your-family-office/
May 07, 202103:17
401(k) Split Decision: Traditional vs. Roth
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/06/401k-split-decision-traditional-vs-roth/
May 07, 202103:36
8 Eternal Investing Lessons from Warren Buffett
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/05/8-eternal-investing-lessons-from-warren-buffett/
May 05, 202103:53
Do Politics and Investing Mix?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/04/do-politics-and-investing-mix/
May 04, 202103:35
Success with His Parents Advisor
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/05/03/success-with-his-parents-advisor/
May 04, 202102:35
Changing Citizenship: Is it Worth it?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/30/changing-citizenship-is-it-worth-it/
Apr 30, 202103:32
Government Regulation of Crypto: Coming Soon?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/29/government-regulation-of-crypto-coming-soon/
Apr 29, 202103:30
2,700 Rules: The Complexity of Social Security
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/28/2700-rules-the-complexity-of-social-security/
Apr 29, 202103:30
Climate Pledges: Help or Hurt the Economy?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/27/climate-pledges-help-or-hurt-the-economy/
Apr 27, 202103:50
Sell Your Company and Pay No Capital Gains Tax
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/26/sell-your-company-and-pay-no-capital-gains-tax/
Apr 26, 202103:24
Protect Your Will From Being Contested
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/23/protect-your-will-from-being-contested/
Apr 23, 202102:43
IPO vs. Direct Listing: Does It Matter?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/22/ipo-vs-direct-listing-does-it-matter/
Apr 22, 202103:14
Lessons Learned from the Bernie Madoff Scam
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/21/lessons-learned-from-the-bernie-madoff-scam/
Apr 21, 202103:44
Earth Day Investing Clues
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/20/earth-day-investing-clues/
Apr 20, 202103:59
Pre-Divorce Money Lessons
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/19/pre-divorce-money-lessons/
Apr 19, 202103:34
Contesting a Will
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/16/contesting-a-will/
Apr 19, 202102:56
Should You be an Ambidextrous Investor?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/15/should-you-be-an-ambidextrous-investor/
Apr 15, 202103:48
The Top 7 Financial Literacy Month Offerings
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/14/the-top-7-financial-literacy-month-offerings/
Apr 14, 202103:29
What is a Tax Risk Statement?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/13/what-is-a-tax-risk-statement/
Apr 14, 202103:38
Myth Bashed: Financial Planners for the Young
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/12/myth-bashed-financial-planners-for-the-young/
Apr 12, 202103:27
RELPs: Real Estate Investing Option
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/09/relps-real-estate-investing-option/
Apr 12, 202102:60
Protecting Against COVID-19 Money Scams
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/08/protecting-against-covid-19-money-scams/
Apr 08, 202103:55
Advisor Soloists Join the Ensemble
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/07/advisor-soloists-join-the-ensemble/
Apr 08, 202103:16
What’s Driving ESG Growth?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/06/whats-driving-esg-growth/
Apr 06, 202103:39
One Question Can Change Your Retirement Plans
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/05/one-question-can-change-your-retirement-plans/
Apr 06, 202103:27
Divorce Financial Planning for the Very Wealthy
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/02/divorce-financial-planning-for-the-very-wealthy/
Apr 02, 202103:44
WFH as Investment Criterion?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/04/01/wfh-as-investment-criterion/
Apr 02, 202103:41
Four Reasons to Say “Advisor Begone!”
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/31/four-reasons-to-say-advisor-begone/
Apr 02, 202103:11
The Top 100 Sustainable Companies
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/30/the-top-100-sustainable-companies/
Apr 02, 202103:46
A Post-Mortem on Consolidating Retirement Accounts
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/29/a-post-mortem-on-consolidating-retirement-accounts/
Mar 29, 202102:59
Investment Clubs for Mere Mortals
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/26/investment-clubs-for-mere-mortals/
Mar 29, 202102:58
Trading Stocks on Margin
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/25/trading-stocks-on-margin/
Mar 25, 202103:34
My Most Gratifying Business Conversation in 30 Years
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/24/my-most-gratifying-business-conversation-in-30-years/
Mar 25, 202104:36
Cannabis Now for Investors
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/24/cannabis-now-for-investors/
Mar 24, 202103:22
The Best ESG Standards
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/23/the-best-esg-standards/
Mar 24, 202104:01
Ron’s Journey to Being a Semi-Self Directed Investor
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/22/rons-journey-to-being-a-semi-self-directed-investor/
Mar 22, 202105:45
How Should You Spend A Sudden Windfall?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/19/how-should-you-spend-a-sudden-windfall/
Mar 19, 202103:26
A Primer on Charitable Lead Trusts
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/18/a-primer-on-charitable-lead-trusts/
Mar 19, 202103:14
NFTs: The Joys of Digital Ownership
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/17/nfts-the-joys-of-digital-ownership/
Mar 17, 202103:26
Where’s All the Green Money Going?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/16/wheres-all-the-green-money-going/
Mar 17, 202103:26
Rethinking His Cost of College: Amrinders’ Story
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/15/rethinking-his-cost-of-college-amrinders-story/
Mar 15, 202104:11
Married in Business and Life: Asset Protection
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/12/married-in-business-and-life-asset-protection/
Mar 13, 202103:20
Do You Need a Charitable Remainder Trust?
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/11/do-you-need-a-charitable-remainder-trust/
Mar 11, 202103:41
The Rise of the Validators
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/10/the-rise-of-the-validators/
Mar 10, 202102:60
Billions in Green Bond Investments
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/09/billions-of-green-bond-investments/
Mar 09, 202103:42
Three Steps to Avoid Divorce Financial Ruin
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/08/three-steps-to-avoid-divorce-financial-ruin/
Mar 08, 202102:22
Private Planes in a Covid-Recovering World
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/05/private-planes-in-a-covid-recovering-world/
Mar 05, 202103:33
Choose the Right Investment Newsletter
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/04/choose-the-right-investment-newsletter/
Mar 04, 202103:42
Overlooked Pillar of Retirement Income: Immediate Annuities
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/03/overlooked-pillar-of-retirement-income-immediate-annuities/
Mar 03, 202103:43
5 Economies to Watch
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/02/5-economies-to-watch/
Mar 02, 202103:43
Joanne’s Story and Betting on Death
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/03/01/joannes-story-and-betting-on-death/
Mar 01, 202103:04
Getting Fired by Your Financial Advisor
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/02/22/getting-fired-by-your-financial-advisor/
Feb 26, 202103:47
Natural Disaster Risks
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/02/23/natural-disaster-risks/
Feb 26, 202103:29
Downbeat Investors Love Short Selling
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/02/24/downbeat-investors-love-short-selling/
Feb 26, 202102:59
Living Off Rental Properties in Retirement
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/02/26/living-off-rental-properties-in-retirement/
Feb 26, 202103:15
Store of Value: Understanding the Alternatives
This episode is also available as a blog post: myperfectfinancialadvisor.com/2021/02/25/store-of-value-understanding-the-alternatives/
Feb 25, 202103:47