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内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Mixing Commissions with Advice & Universal Money Tips (8/19/2023)

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Manage episode 374833163 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial advice is NOT built the same. Alex and Jeremiah explain the distinctions between the various types of financial advisors, including insurance agents, registered representatives, and IARs. The team stress the importance of comprehending how your financial advisor is compensated and the implications of their recommendations. How would your advice change if you had a financial incentive? In the second hour, Alan Holman joins Jeremiah to give important financial tips that young adults need to remember. Many of the advice is based on staying out of high-interest debt, building up a savings, and getting familiar with any programs and benefits that employers may offer. Start investing now and have time work for you!

Hosts:

Jeremiah Bates, Financial Advisor

Alan Holman, CFP®, Wealth Advisor

Alex Lundgren, AIF®, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————

  continue reading

100集单集

Artwork
icon分享
 
Manage episode 374833163 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容(包括剧集、图形和播客描述)均由 Alec Kelso and The Real Money Pros 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial advice is NOT built the same. Alex and Jeremiah explain the distinctions between the various types of financial advisors, including insurance agents, registered representatives, and IARs. The team stress the importance of comprehending how your financial advisor is compensated and the implications of their recommendations. How would your advice change if you had a financial incentive? In the second hour, Alan Holman joins Jeremiah to give important financial tips that young adults need to remember. Many of the advice is based on staying out of high-interest debt, building up a savings, and getting familiar with any programs and benefits that employers may offer. Start investing now and have time work for you!

Hosts:

Jeremiah Bates, Financial Advisor

Alan Holman, CFP®, Wealth Advisor

Alex Lundgren, AIF®, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————

  continue reading

100集单集

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