9-23-25 Two Dads on Money - Spotting Red Flags in Financial Advisors
Update: 2025-09-23
Description
Not all financial advisors are created equal.
Lance Roberts & Jonathan Penn break down the biggest red flags you should watch out for before trusting someone with your financial future. From hidden fees to pushy sales tactics, we’ll show you how to separate the pros from the pretenders.
Whether you’re interviewing a new advisor or reviewing your current one, these insights will help you protect your money and make smarter decisions.
📺 Watch now to learn:
The most common warning signs of a bad advisor
How to ask the right questions when hiring one
The difference between fiduciary vs. non-fiduciary advisors
Why transparency is the #1 thing you should demand
Marriage Tips from Two Dads: How to Say No to Your Wife
SEG-1a: The Nothing Can Stop the Markets Narrative
SEG-1b: The Clues in Negative DivergencesSEG-1b: Markets Continue Elevated Advance
SEG-2a: Quarterly Reporting Move to Semi-Annual?
SEG-2b: Trapped in the Narratives
SEG-2c: When Do You Really Need a Financial Advisor?
SEG-2d: Financial Advisors' Role as Educator
SEG-2e: Advisor Interviews & Credentials
SEG-2f: Transparency & Fees - Bernie Madoff was a Fiduciary
SEG-2g: Don't Write a Check to Me
SEG-2h: Fund Custodians - Who is Pershing?
SEG-2i: Two Dads' Marriage Tips
📺 Subscribe for daily insights on markets, risk management, and smart investing strategies:
https://www.youtube.com/c/TheRealInvestmentShow
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
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The latest installment of our new feature, Before the Bell, "Market Divergences: Rally Setup or Pullback Ahead," is here:
https://www.youtube.com/watch?v=QTVnBz3OZFk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "Stock Market Outlook: Bullish or Bearish?" is here:
https://www.youtube.com/watch?v=0aFDmQTsOQw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#StockMarket #MarketUpdate #Investing #OilPrices #EnergyStocks #SP500 #MarketRally #FinancialAdvisor #MoneyTips #InvestingEducation #FinancialPlanning #MoneyManagement #BernierMadoff #Fiduciary #Fidelity #Pershing #MarriageTips #TwoDadsOnMoney #InvestingAdvice #Money #Investing
Lance Roberts & Jonathan Penn break down the biggest red flags you should watch out for before trusting someone with your financial future. From hidden fees to pushy sales tactics, we’ll show you how to separate the pros from the pretenders.
Whether you’re interviewing a new advisor or reviewing your current one, these insights will help you protect your money and make smarter decisions.
📺 Watch now to learn:
The most common warning signs of a bad advisor
How to ask the right questions when hiring one
The difference between fiduciary vs. non-fiduciary advisors
Why transparency is the #1 thing you should demand
Marriage Tips from Two Dads: How to Say No to Your Wife
SEG-1a: The Nothing Can Stop the Markets Narrative
SEG-1b: The Clues in Negative DivergencesSEG-1b: Markets Continue Elevated Advance
SEG-2a: Quarterly Reporting Move to Semi-Annual?
SEG-2b: Trapped in the Narratives
SEG-2c: When Do You Really Need a Financial Advisor?
SEG-2d: Financial Advisors' Role as Educator
SEG-2e: Advisor Interviews & Credentials
SEG-2f: Transparency & Fees - Bernie Madoff was a Fiduciary
SEG-2g: Don't Write a Check to Me
SEG-2h: Fund Custodians - Who is Pershing?
SEG-2i: Two Dads' Marriage Tips
📺 Subscribe for daily insights on markets, risk management, and smart investing strategies:
https://www.youtube.com/c/TheRealInvestmentShow
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch today's video on YouTube:
--------
The latest installment of our new feature, Before the Bell, "Market Divergences: Rally Setup or Pullback Ahead," is here:
https://www.youtube.com/watch?v=QTVnBz3OZFk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our Previous Show, "Stock Market Outlook: Bullish or Bearish?" is here:
https://www.youtube.com/watch?v=0aFDmQTsOQw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#StockMarket #MarketUpdate #Investing #OilPrices #EnergyStocks #SP500 #MarketRally #FinancialAdvisor #MoneyTips #InvestingEducation #FinancialPlanning #MoneyManagement #BernierMadoff #Fiduciary #Fidelity #Pershing #MarriageTips #TwoDadsOnMoney #InvestingAdvice #Money #Investing
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