Are you looking to make smart financial decisions and prepare for your future? With so many YouTube channels discussing personal finance topics, it can be hard to tell which one is the most reliable. In this article, we will take you through some of the best YouTube channels to help you create a financial plan, invest wisely and secure your retirement. Read on to discover which channels have the best advice on financial advisors, investing, retirement planning, personal finance, financial planning, retirement, money, 401k, wealth, and financial freedom.
Financial advisor: Top Youtube Channels
School of Personal Finance
The School of Personal Finance YouTube channel, hosted by Rich McCormack, is a great resource for those looking to gain practical financial knowledge. Covering topics such as Roth IRA, 403b fees, retirement investing, and retirement planning, it helps viewers understand how to pay off their mortgage faster, invest for retirement, and potentially even retire early. This channel is an invaluable resource for financial education.
Streamline My Practice: For Financial Advisors
The Streamline My Practice: For Financial Advisors YouTube channel specializes in providing financial advisors with tips, guidance, and training, from experienced professionals like Michael Kitces and Carl Richards. They also offer unique perspectives on young financial advisors, prospecting for new clients, day in the life of financial advisors, financial practice management, and the best financial planner books.
Financial Awareness with K.Scholl
Financial Awareness with K.Scholl is a YouTube channel run by financial advisor Karen Scholl. She offers useful advice and insights on financial planning topics such as should i liquidate my 401k, how to pay off student loans, cares act 401k withdrawal rules, and the section 179 vehicle deduction. Her helpful videos strive to empower viewers with the financial knowledge they need to make sound financial decisions.
Streamline Financial
Streamline Financial is a YouTube channel focused on helping people save for retirement. It covers topics such as financial planning, retirement calculator, retirement planning, Roth IRA, how much do I need to retire, retirement withdrawal strategy, and how much to retire. The videos provide advice and guidance on how to most effectively plan for your retirement, utilizing simple and easy-to-follow financial strategies.
Approach Financial
Approach Financial is a YouTube channel offering personal finance advice and guidance from certified financial planners. Its content covers a wide range of topics, from how to invest and retirement planning to Roth IRA, financial planning, and retirement income. The channel provides viewers much-needed advice on how to make the most of their finances and can help people answer pivotal questions such as can I retire? and am I on track? to retirement.
Jazz Wealth Managers
Jazz Wealth Managers is a YouTube channel dedicated to financial education and helping viewers get the most out of their retirement investments. They offer advice on topics such as Roth IRA investing, stock market investing, and retirement planning. With helpful videos from experienced financial advisors, viewers will find reliable information and practical retirement help. The channel is a great resource for anyone looking for assistance in the financial world.
Prana Wealth
Prana Wealth is a YouTube channel ran by financial advisor Patrick King. It focuses on helping viewers retire early and become debt-free by providing insights on stock options, restricted stock, phantom stock, deferred compensation and 401k plans. Prana Wealth provides viewers with a wealth of financial knowledge to help them make informed decisions on their investments.
Sebastian Guerra
Sebastian Guerra's YouTube channel offers valuable financial advice to those looking to make improvements in their lifestyle and financial goals. The channel covers a wide range of topics, from trading in the stock market, maximizing retirement accounts like a Roth IRA, understanding life insurance policies, and investing in real estate. Get sound financial advisement from the Guerra Financial Group and make the most of your money!
Brittney Castro
Brittney Castro is a Certified Financial Planner based in Los Angeles with a YouTube channel focused on empowering women to take control of their financial life. She regularly offers practical advice on topics such as financial planning, investing and budgeting and provides invaluable financial information to her subscribers. Brittney regularly invites guest experts, providing a broader insight into the world of finance for her viewers. Her mission is to help savvy women become financially wise and build long-term wealth.
Early Retirement
The Early Retirement YouTube channel is hosted by Ari Taublieb, a financial advisor who provides viewers with helpful tips and resources for financial independence. He shares information on topics such as financial planning, tax planning, estate planning, portfolio allocation, and investment management to help viewers make sound financial decisions and strategically plan for their financial future.
Rob Tetrault
Rob Tetrault's YouTube channel is a great resource for anyone wanting to make informed decisions about their financial and investment planning. He provides valuable advice from his experience as a financial advisor, portfolio manager, and wealth management specialist, and covers topics such as tax planning, investment planning, insurance planning, retirement planning, estate planning, and investment portfolio management.
Jumpstart YOUniversity
Jumpstart YOUniversity YouTube channel offers educational resources for those interested in finance and a career path in financial advising. It features content ranging from how to become a certified financial planner and working in finance to entry level financial advisor and the pros and cons of a financial advisor career. It is an invaluable resource for anyone interested in the financial planning field.
retired broker
A retired broker's YouTube channel would provide insights and tips on realestate investing and being a landlord, as well as financial advice from a former financial advisor. From realestate for beginners to sales strategies, the channel would be an extremely useful resource for those wanting to get started with realestate investing and financial management.
Money with Maggie
Money with Maggie is a YouTube channel dedicated to providing viewers with financial advice, tips, and strategies to help them understand how to invest in the stock market. From investing for beginners to retirement planning, Maggie provides guidance on how to buy stocks, easy-to-understand explanations of investing 101 topics, and straightforward advice for navigating the stock market. She has become a go-to resource for those looking to learn to invest safely and successfully.
Straight Talks - AJ Srmek
Straight Talks - AJ Srmek is a YouTube channel that provides financial advice and resources for those studying for the CFA and CFP exams. AJ Srmek offers video tutorials, tips and strategies on how to pass the exams, as well as exploration of topics such as how much money a professional financial advisor makes. The channel also provides reviews of practice exam questions as well as general information on CFA/CFP exams and financial advice.
See the Forest Through the Trees
The See the Forest Through the Trees YouTube channel presents helpful financial advice from financial advisor Colin Exelby. The content primarily focuses on strategies related to financial planning and retirement planning, but Exelby also offers guidance on financial planning for business owners, celestial wealth, cash flow management, debt management, and how to manage wealth. It is a comprehensive resource for all your financial questions.
retirearly500k
Retirearly500k YouTube channel is a great resource for financial planning, offering advice and tips on how to retire early and reach financial freedom. Hosted by a financial advisor, this channel is full of helpful information on early retirement, financial independence, and retirement planning, including how to manage your money so you can retire on 500k. It's the perfect place to go to get inspired and informed on how to reach financial independence!
Investing with Silvia Manent, CFA, CFP
Silvia Manent, CFA, CFP's YouTube channel offers expert insights on a variety of topics related to investing and finance. Subjects covered include topics such as the CFA exam, financial advisor guidance, Certified Financial Planner (CFP) advice, and investment strategies. The channel is a must-watch for anyone looking to make informed investment decisions.
Xu YuChuan
Xu YuChuan's YouTube channel provides viewers with great insights into financial advice from a society-minded perspective. He offers a wealth of knowledge about personal finance and lifestyle management that's tailored to each individual's needs. With his helpful tips and advice, viewers can make informed decisions to help them reach their financial goals.
What responsibilities do Financial Advisors have?
Financial advisors provide invaluable advice to individuals and businesses in managing their financial portfolios. Whether advising on investments, insurance, retirement planning, or debt management, financial advisors play a key role in helping clients make informed decisions about their financial future. So, what responsibilities do financial advisors have?
- Financial advisors are responsible for providing sound financial advice tailored to their client's individual needs. They assess their client's current financial situation, financial goals, and risk tolerance to develop a financial plan for them. Advisors must be strong in financial planning and advisory skills, as well as product knowledge and understanding of applicable regulations.
- Financial advisors must also be prepared to take on additional responsibilities, such as researching and analyzing various investment possibilities and tax implications, constructing and recommending portfolios, and monitoring clients’ accounts. In addition, they must also provide educational information and guidance to clients, helping them make decisions that are beneficial to their financial situation. In some cases, financial advisors may also provide assistance with estate planning, business succession planning, and other financial strategies.
Overall, financial advisors have a variety of responsibilities as they help their clients with their financial portfolios. They must be knowledgeable in many financial fields and able to develop and maintain professional relationships with their clients. With expert financial advice, financial advisors can help build and maintain a reliable financial future for their clients.
Identifying the Ideal Financial Advisor for You
Finding the ideal financial advisor for your situation can seem like a daunting task. There are so many options available and different types of financial advisors that it can be difficult to narrow down and identify which professional is the best fit for you. But if you want to ensure that your finances are in the best hands possible and that you are making informed decisions with your money, it's worth the effort to identify the right financial advisor for your needs.
- When choosing a financial advisor, there are several criteria you should take into account. High on the list should be the financial advisor's expertise, their qualifications and industry experience. You should look into the qualifications they hold and which professional industry bodies they are part of. Following this, consider the particular needs that you have and if they are the specialist who can appropriately meet them. Furthermore, review the fees and services they offer, ensuring that you are aware of exactly what you will be paying for.
- Finally, consider the connection you have with your financial advisor. It is important that you have confidence in them and trust that they have your best interests in mind. Ask for references from previous clients and even arrange an introductory meeting to get to know the person first. Taking the time to thoroughly research and look into each of these factors can help you identify the ideal financial advisor for your situation.
With this information in mind, you can make an informed and confident decision in choosing the right financial advisor for you. By investing in the right professional, you can be secure in knowing your finances are in good hands.
Knowing When to Turn to a Financial Advisor
When it comes to managing your money, it's important to know when it's time to turn to a financial advisor for assistance. While there are many do-it-yourself resources and tools available to help people manage their finances, there are times when it is beneficial to seek professional guidance.
- The most obvious instance when to speak to a financial advisor is to establish a long-term investment plan. Financial advisors can provide insight into the best strategies to meet your financial goals, taking into account your current situation, future dreams, and any unplanned changes you may face in the future. They can help you weigh the pros and cons of various investments, assess the risk involved, and determine the right asset allocation for your portfolio.
- Financial advisors can also help with other financial planning activities, such as retirement planning, budgeting, estate planning and more. They can help you to review your budget and look for ways to save more money; they can assess your retirement accounts and suggest strategies to maximize your savings and optimize your retirement planning; they can help you develop an estate plan to ensure your family is taken care of in the event of an unexpected death or disability. An advisor can provide you with valuable insights into how to best manage your finances throughout life.
Knowing when to turn to a financial advisor for assistance can be a critical part of your financial success. Professional guidance can help you stay focused and help you with making sound financial decisions and navigating any potential financial pitfalls along the way. When it's time for you to develop a financial plan or invest for the future, don’t hesitate to seek the guidance of a financial advisor.
