How to Find the Right Financial Planner

Modern Husbands Podcast

John brings 30 years of Wall Street & small business ownership experience to his clients at Verbatim Financial, the flat flee Registered Investment Advisor he founded in 2019. Decades in finance taught John that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind, but only their profits, so he’s dedicated to increasing financial literacy and preventing as many people as possible from being taken advantage of.

John also founded FlatFeeAdvisors.Org as a resource for folks looking for financial advisors who manage investments for a flat annual fee, rather than a percentage of assets under management. John is a 2023 Plutus Award Finalist for Best Financial Advisor Content Creator.

John addresses the following the following questions this episode:

• Can you take a moment to walk us through your career journey, beginning with college, to provide context for our listeners?
• So you’re married, right? How many kids do you have? How do you and your wife manage the home and money together?
• You are a certified financial planner, can you explain what that means relative to the fiduciary standard?
• How can you spot whether a financial planner is ripping you off?
• What is one piece of advice our listeners need to walk away understanding?

Click here to follow John Stoj on Twitter.

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