financial advisors

“It's like this weird, like perverse incentive is like the guy who's going to like work his hardest to break into your circle is the one who wants something.”

“The person filing your taxes Typically doesn't do that much strategy. it's sort of just why, like, even if let's say you want to set up a trust, you need an estate attorney who's different from your financial advisor, who's different from your accountant.”

“I think financial advice is incredibly valuable. I think they serve a really good purpose, but at a certain point, the math ongoing flat fee is just substantially better for you, right? Like if you have five million dollars, fifty million dollars, five hundred…”