32 min

60: What To Avoid When Picking a Financial Advisor in 2024 Rich Habits Podcast

    • Emprendimiento

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three most important avoidances as it relates to finding and choosing a financial advisor in 2024.


High fee structure
Bad financial products
Lack of guidance and planning

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Ready to diversify 1-3% of your investment portfolio into fine artwork like Austin and Robert? Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: 

https://www.masterworks.art/richhabits

Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: masterworks.com/cd

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Save your seat at our FREE webinar all about Direct Indexing, ⁠click here!⁠

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⭐ Download our FREE Budgeting Template – ⁠click here⁠

⭐ Earn 5.1% on your savings with a High-Yield Cash Account – ⁠click here⁠

⭐ Trade stocks, options, music royalties and crypto on Public – ⁠click here⁠

⭐ ⁠⁠⁠Listen to Public's new daily podcast, The Rundown – ⁠click here⁠

⭐ Automatically buy stock where you shop with Grifin – ⁠click here⁠

⭐ Protect your family with term life insurance from Suriance – ⁠click here⁠

⭐ Use code “Spotify” for 15% off our 4-module video course – ⁠click here⁠

⭐ Optimize your portfolio with Seeking Alpha – ⁠click here⁠

⭐ Explore debt consolidation loans on LendingTree – ⁠click here⁠

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👤 Explore everything Austin does – ⁠click here ⁠

👤 Explore everything Robert does – ⁠click here⁠

❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram

📬 Inquire about working together – christian@witz.vc

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Disclosures:

This is not an offer of a security or investment advice. See important disclosures at masterworks.com/cd. 

Past performance is not indicative of future returns. View all past offerings here.

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three most important avoidances as it relates to finding and choosing a financial advisor in 2024.


High fee structure
Bad financial products
Lack of guidance and planning

---

Ready to diversify 1-3% of your investment portfolio into fine artwork like Austin and Robert? Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: 

https://www.masterworks.art/richhabits

Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: masterworks.com/cd

---

Save your seat at our FREE webinar all about Direct Indexing, ⁠click here!⁠

---

⭐ Download our FREE Budgeting Template – ⁠click here⁠

⭐ Earn 5.1% on your savings with a High-Yield Cash Account – ⁠click here⁠

⭐ Trade stocks, options, music royalties and crypto on Public – ⁠click here⁠

⭐ ⁠⁠⁠Listen to Public's new daily podcast, The Rundown – ⁠click here⁠

⭐ Automatically buy stock where you shop with Grifin – ⁠click here⁠

⭐ Protect your family with term life insurance from Suriance – ⁠click here⁠

⭐ Use code “Spotify” for 15% off our 4-module video course – ⁠click here⁠

⭐ Optimize your portfolio with Seeking Alpha – ⁠click here⁠

⭐ Explore debt consolidation loans on LendingTree – ⁠click here⁠

---

👤 Explore everything Austin does – ⁠click here ⁠

👤 Explore everything Robert does – ⁠click here⁠

❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram

📬 Inquire about working together – christian@witz.vc

---

Disclosures:

This is not an offer of a security or investment advice. See important disclosures at masterworks.com/cd. 

Past performance is not indicative of future returns. View all past offerings here.

32 min