Round Up: Why I Wouldn’t Want to be a Financial Planner Edition

by JT McGee

This video has been making the rounds on Twitter, and it’s absolute gold! Hilarious!

Particular points of lulz:

1) “I don’t want to pay fees.”
2) “I have $100k saved at 45 and want to retire at 50.”
3) “If you can’t help me reach my goal you must be bad at your job.”

It’s videos like these that make me realize that I could never be a financial planner. I mean, it would be fun, very fun, to help people reach their financial goals. But I can’t imagine having to put up with people like that day in and day out.

I am my family’s “financial planner” in that I manage my parents’ and sister’s retirement portfolios and allocation. They don’t fight me. Can one find enough clients that won’t fight you to build a business out of it? My guess is no. Mom, dad, sister–the bill’s in the mail!

Good stuff this week

Quit worrying about Greece and MF Global says (You need a pen name, bro). MF Global = no worries. Greece = oh snap!, in my view. Also, got a story with this one–I’ve been working to make a subsidiary of MFGlobal a client of mine. Exchanged a few emails and what-have-you before I realized they were an MFGlobal product. Ouch! Sorry, MFGlobal subsidiary rep. I wouldn’t want to talk about the future, either.

Focus on Both Sides of the Equation, says Nelson at FinancialUproar. He pokes fun at frugality, which is always fun.

Darwin fired the first shot, saying his health care premiums were rising by 43%. Shoot, it’s only November. Not good! We’ll probably see a lot more stories like this. Also, I like how Darwin slapped down a rise in the comment section. Made me laugh.

Gawker ran a story titled “The Most Anal CEO Ever.” Guess who it was about? Steve Jobs, duh!

The Dividend Pig wrote a post about how MSFT might be primed for a dividend portfolio. I tend to agree, given their ability to generate FCF. But they gotta stop doing this acquisition nonsense. had a cool story about a man who built a very valuable koozie business after being laid off in 2008.

{ 9 comments… read them below or add one }

Jeff Reed November 4, 2011 at 13:54

Thanks for sharing this video JT. It is rare that I laugh out loud with enough volume that my assistant comes in my office to see if I am OK; but this video did just that. Have you been bugging my office for the past 3 years?

I have heard almost every line of this video in real time, from real people, with a real expectation that it should be “easy” to deliver the goods. Unreal!
Thanks for the laugh!


JT McGee November 5, 2011 at 09:59

I can’t imagine having to listen to that. A giant facepalm would have to follow. It’s a good thing there are enough people with the patience to tackle the common financial illiteracy.


K November 4, 2011 at 14:06

That video was priceless. Thanks for sharing!


JT McGee November 5, 2011 at 09:59

K, I know you work in finance, do you deal directly with people like these? Make us Americans feel better; these people exist in Canada, right?


PKamp3 November 5, 2011 at 10:15

PKamp3 not good enough? Heh – we could ape Zero Hedge and all share a pen name, considering I’ve quoted Fight Club like 3 times in a month. Thanks for the inclusion! (Side note: I enjoyed calling my wife Mrs. DQYDJ on Twitter. Vowels are overrated.)

You should refer the MF Global guy to a financial planner. I literally can’t tell you if I’m being flippant or serious; it just seemed like the right thing to say.


JT November 6, 2011 at 12:06

“And sometimes Y” 😉


20's Finances November 6, 2011 at 08:25

That is an awesome video! Thanks for sharing.


Financial Uproar November 6, 2011 at 11:50

That video was the funniest thing since the boob jokes in my last post. Hilarious.

And thanks for the link home slice. The kids still do call each other that, right?


JT November 6, 2011 at 12:06

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