https://youtu.be/tP2M5OmP0Lc Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe Here This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 - https://bit.ly/3m7bb8L Part 2 -
Episode 6 – Fiduciary vs Suitability
https://youtu.be/xOVUthZapyU Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here CLICK HERE This episode is a continuation of the first 3 episodes in a series where we tackle some of the most confusing aspects of working with a
Episode 5 – The Chicken Before the Egg
https://www.youtube.com/watch?v=9r4fGjjU57U Join me daily for the latest in financial planning, physical wellness, current events and more. CLICK HERE TO SUBSCRIBE Sunday's are for health and wellness. Every Sunday we will bring you a new topic with health and wellness in mind. Today I
Financial Advisor Confusion – Part 3 – Investments
https://www.youtube.com/watch?v=ZZ1XgfZpX-0 Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we
Financial Advisor Confusion – Part 2 – Insurance
https://www.youtube.com/watch?v=FyQ3eVZCXIQ Today we pick up where we left off yesterday and start to lay out the different types of products and services in the industry and the types of compensation structure you should expect to be involved. We are starting with insurance and the
Financial Advisor Confusion – Part 1 – Fees and Commissions
https://www.youtube.com/watch?v=3mM3OnWVXUA There is so much confusion when it comes to the financial services industry. Fiduciaries, suitability, commissions, fees... My biggest fear is the confusion will scare people away from getting the advice they deserve. Let's try to clear things up.