Should you use a Financial Coach or Financial Advisor with Brian Thorp | Wealthtender
12/27/20 • 42 min
In this episode we discuss when you should use a financial coach or a financial advisor with the founder of Wealthtender, Brian Thorp. We discussed in detail about when it’s appropriate to use a coach or an advisor. We also spoke about how it’s important to have that person to help hold you accountable in your own financial journey.
In 2019, Brian left his high paying six-figure financial services career in Texas to launch a startup. Crazy? Perhaps! He started working remotely from a small beach town in Mexico building a business to help millions of Americans achieve their financial goals. Everyone's finances have been impacted by the pandemic and the need for useful advice and guidance has become more important than ever. Brian believes there's never been a better time for our audience to find help with money matters from someone they can trust who truly understands their individual needs. He’s a huge fan of technology, but when it comes to financial advice and guidance, he explains why he believes artificial intelligence is no substitute for actual human intelligence.
Check out Brian’s links below:
Website: https://averagejoe finances.com/wealthtender
LinkedIn: https://www.linkedin.com/in/briancthorp
LinkedIn Group: https://www.linkedin.com/company/wealthtender
Facebook: https://www.facebook.com/wealthtender
Twitter: https://www.twitter.com/wealthtenderInstagram: https://www.instagram.com/wealthtender
Average Joe Finances:
Our social media links can be found here: flow.page/avgjoefinances
🌐 Check out: averagejoefinances.com
⚖️ Balance Your Portfolio with Passiv: averagejoefinances.com/passiv
🏡 Buying or Selling a House? averagejoefinances.com/realtor
🏘 Interested in getting your real estate license? averagejoefinances.com/prepagent
🎥 Use the same Audio/Video Editing Team that I use: editpods.com
📢 Host your own Podcast here: averagejoefinances.com/buzzsprout
📋 Social Media Management Tool: averagejoefinances.com/social-media
💰 Free Stocks:
Robinhood: averagejoefinances.com/robinhood
Webull: averagejoefinances.com/webull
📋 Consolidate debt: averagejoefinances.com/sofi-loans/
⚠️ Life Insurance: averagejoefinances.com/ladder
☕️ Support the Show: buymeacoffee.com/avgjoefinances
💎 Average Joe Finances Swag: averagejoefinances.com/resources/shop
🚧DISCLAIMER 🚧 averagejoefinances.com/disclaimer
If you are interested in writing for Average Joe Finances or joining us for an interview on the podcast, please visit https://averagejoefinances.com/contact
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Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/-tropical-sensation
Support the show (https://www.buymeacoffee.com/avgjoefinances)In this episode we discuss when you should use a financial coach or a financial advisor with the founder of Wealthtender, Brian Thorp. We discussed in detail about when it’s appropriate to use a coach or an advisor. We also spoke about how it’s important to have that person to help hold you accountable in your own financial journey.
In 2019, Brian left his high paying six-figure financial services career in Texas to launch a startup. Crazy? Perhaps! He started working remotely from a small beach town in Mexico building a business to help millions of Americans achieve their financial goals. Everyone's finances have been impacted by the pandemic and the need for useful advice and guidance has become more important than ever. Brian believes there's never been a better time for our audience to find help with money matters from someone they can trust who truly understands their individual needs. He’s a huge fan of technology, but when it comes to financial advice and guidance, he explains why he believes artificial intelligence is no substitute for actual human intelligence.
Check out Brian’s links below:
Website: https://averagejoe finances.com/wealthtender
LinkedIn: https://www.linkedin.com/in/briancthorp
LinkedIn Group: https://www.linkedin.com/company/wealthtender
Facebook: https://www.facebook.com/wealthtender
Twitter: https://www.twitter.com/wealthtenderInstagram: https://www.instagram.com/wealthtender
Average Joe Finances:
Our social media links can be found here: flow.page/avgjoefinances
🌐 Check out: averagejoefinances.com
⚖️ Balance Your Portfolio with Passiv: averagejoefinances.com/passiv
🏡 Buying or Selling a House? averagejoefinances.com/realtor
🏘 Interested in getting your real estate license? averagejoefinances.com/prepagent
🎥 Use the same Audio/Video Editing Team that I use: editpods.com
📢 Host your own Podcast here: averagejoefinances.com/buzzsprout
📋 Social Media Management Tool: averagejoefinances.com/social-media
💰 Free Stocks:
Robinhood: averagejoefinances.com/robinhood
Webull: averagejoefinances.com/webull
📋 Consolidate debt: averagejoefinances.com/sofi-loans/
⚠️ Life Insurance: averagejoefinances.com/ladder
☕️ Support the Show: buymeacoffee.com/avgjoefinances
💎 Average Joe Finances Swag: averagejoefinances.com/resources/shop
🚧DISCLAIMER 🚧 averagejoefinances.com/disclaimer
If you are interested in writing for Average Joe Finances or joining us for an interview on the podcast, please visit https://averagejoefinances.com/contact
--------------
Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/-tropical-sensation
Support the show (https://www.buymeacoffee.com/avgjoefinances)
Previous Episode
24. Real Estate Investing in the Military with Anthanē Richie
In this episode with Anthanē Richie from Rich State of Mind, we discuss how he got started in his own journey into financial independence using real estate as his vehicle. He is a newer investor and gives a great perspective on his first investment properties. He is currently serving in the U.S. Navy and was recently selected for Chief Petty Officer. In the Navy, that is a significant milestone that he has achieved. It goes to show his determination in everything that he does. We talk a little bit about his career in the Navy and what drove his mindset to pursue financial independence. He talks about his partner Amyra and how she is integral to his operation. Side note, I have known Amyra for almost 18 years as we served on the same ship together just about 18 years ago. What a small world! Check out this episode and enjoy. I was also interviewed by Anthanē on his podcast (when my mic wasn’t working on Zoom) and you can hear that by checking out his podcast links below.
Mentions: Bigger Pockets
Check out Anthanē’s links below:
Website: www.richstateofmind.com
Instagram: https://instagram.com/rich_statebrand and https://instagram.com/rich_invests_
Rich State of Mind Podcast Links:
https://podcasts.apple.com/us/podcast/rich-state-of-mind/id1522296714
https://open.spotify.com/show/43FZPOnHaJn0OaskUR0CaG
Average Joe Finances:
Our social media links can be found here: flow.page/avgjoefinances
🌐 Check out: averagejoefinances.com
⚖️ Balance Your Portfolio with Passiv: averagejoefinances.com/passiv
🏡 Buying or Selling a House? averagejoefinances.com/realtor
🏘 Interested in getting your real estate license? averagejoefinances.com/prepagent
🎥 Use the same Audio/Video Editing Team that I use: editpods.com
📢 Host your own Podcast here: averagejoefinances.com/buzzsprout
📋 Social Media Management Tool: averagejoefinances.com/social-media
💰 Free Stocks:
Robinhood: averagejoefinances.com/robinhood
Webull: averagejoefinances.com/webull
📋 Consolidate debt: averagejoefinances.com/sofi-loans/
⚠️ Life Insurance: averagejoefinances.com/ladder
☕️ Support the Show: buymeacoffee.com/avgjoefinances
💎 Average Joe Finances Swag: averagejoefinances.com/resources/shop
🚧DISCLAIMER 🚧 averagejoefinances.com/disclaimer
If you are interested in writing for Average Joe Finances or joining us for an interview on the podcast, please visit https://averagejoefinances.com/contact
--------------
Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/-tropical-sensation
Next Episode
Money Temperament, Money Behavior, and Money Leadership with Ted McLyman
In this episode we welcome our guest Ted McLyman, Author | Entrepreneur | Business Owner | Speaker | Trainer | Lt Col, USMC (Ret) | Ironman Triathlete. Ted discusses discuss how conventional wisdom about money is wrong and how emotions are tied to money. He explains how money success is about knowing your natural money temperament and managing your behavior, and then, your money. Ted and I share an awesome dialogue that will resonate with everyone, especially our military population of listeners. There are gems in this episode for people that are just getting started on their financial freedom journey and for more seasoned listeners. You don’t want to miss it!Ted has over 30 years of award-winning experience, helping individuals and organizations achieve peak performance. He is the founder of Apexx Behavioral Financial Group and Pathfinder Coaches Academy; Director, Behavioral Finance, and Advisory Board Member at www.DreamSmartAcademy.com; retired financial advisor/agent; economics instructor at the US Naval Academy; Aide to the Under Secretary of the Navy for Financial Management; Head, Marine Corp Training Management Division; Commander, USMC Financial Management School; artillery officer; Executive Office, Battle Assessment Team, Operation Desert Storm. Ted holds a BA Social Relations from Colgate University; MA Public Administration from Pepperdine University; and MS Performance Technology from Boise State University. He authored three books on behavioral finance, money temperament, and spending behavior.
Check out Ted’s links below:
Website: www.tedmclyman.com
LinkedIn: https://www.linkedin.com/in/ted-mclyman
Facebook: https://www.facebook.com/TedMcLyman
Facebook Group: https://www.facebook.com/groups/WhatsYourMoneyTemperament/learning_content/Twitter: https://twitter.com/TedMcLyman
Instagram: https://www.instagram.com/tedmclyman
YouTube: https://www.youtube.com/channel/UCPin5wrsMoqEx34B1DFLX2AAmazon Author Page and link to books: https://www.amazon.com/Ted-McLyman/e/B004BF4HKO
Average Joe Finances:
Our social media links can be found here: flow.page/avgjoefinances
🌐 Check out: averagejoefinances.com
⚖️ Balance Your Portfolio with Passiv: averagejoefinances.com/passiv
🏡 Buying or Selling a House? averagejoefinances.com/realtor
🏘 Interested in getting your real estate license? averagejoefinances.com/prepagent
🎥 Use the same Audio/Video Editing Team that I use: editpods.com
📢 Host your own Podcast here: averagejoefinances.com/buzzsprout
📋 Social Media Management Tool: averagejoefinances.com/social-media
💰 Free Stocks:
Robinhood: averagejoefinances.com/robinhood
Webull: averagejoefinances.com/webull
📋 Consolidate debt: averagejoefinances.com/sofi-loans/
⚠️ Life Insurance: averagejoefinances.com/ladder
☕️ Support the Show: buymeacoffee.com/avgjoefinances
💎 Average Joe Finances Swag: averagejoefinances.com/resources/shop
🚧DISCLAIMER 🚧 averagejoefinances.com/disclaimer
If you are interested in writing for Average Joe Finances or joining us for an interview on the podcast, please visit https://averagejoefinances.com/contact
--------------
Tropical Sensation by Mike Leite soundcloud.com/mikeleite Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/-tropical-sensation
Support the show (https://www.buymeacoffee.com/avgjoefinances)If you like this episode you’ll love
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