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Dave Chilton

πŸ‘€ Speaker
2085 total appearances
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Appearances Over Time

Podcast Appearances

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

I think it's the one time in your life you have to get financial planning advice for sure.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Even if you're a good DR wire, you want to watch the Dave Chilton's, you want to watch Brian, et cetera.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

You're still sitting down with an expert, having them look at all of these accounts.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

To your point, there's a lot of them.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

I think that's a no brainer move for most people.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Okay, I want to really hit this because I just had this happen a couple weeks ago with a good friend of mine.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Grew up with him, high school on.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Sent him to one of the top fee-only, advice-only financial planners.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

He said exactly what you did there.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Not only is he in a better position, knows what he can do mathematically, he just feels so much more at ease.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Psychologically, having a plan, seeing the numbers, having a contingency plan, all of it has made him, this sounds dramatic, happier.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

He's enjoying his retirement more because he's much less stressed about money.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

And I don't know about you.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

I don't know how many plans you see, but man, a lot of these advice only planners have gotten good.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Holy smokers.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

Like I see some of these plans and I think, wow, this is impressive from the tax planning to the estate planning.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

to the insurance needs analysis.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

It's all there.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

And I look at the cost, which is only a few thousand dollars in most instances.

The Wealthy Barber Podcast
#53 β€” Brian Orlando: The Case for Keeping Your Finances Simple

And I think this seems to me to be a fantastic deal.