Financial Caffeine Series 1--Financial Transfers

Banks, investment firms, insurance companies, money managers, brokers, financial planners, lawyers and accountants, all want your financial attention. All profess to have all the solutions to all your financial concerns. But who's right and who's wrong?

In your everyday existence, you are confronted with transfers of your wealth. You continuously, unknowingly and unnecessarily, give or transfer money away.

Let's take a look at some different types of planning and savings concepts available to the public, compared to, what we call, internal savings.

In your everyday existence, you are confronted with transfers of your wealth. You continuously, unknowingly and unnecessarily, give or transfer money away.

Banks, investment firms, insurance companies, money managers, brokers, financial planners, lawyers and accountants, all want your financial attention. All profess to have all the solutions to all your financial concerns. But who's right and who's wrong?

Let's take a look at some different types of planning and savings concepts available to the public, compared to, what we call, internal savings.

In your everyday existence, you are confronted with transfers of your wealth. You continuously, unknowingly and unnecessarily, give or transfer money away.

Banks, investment firms, insurance companies, money managers, brokers, financial planners, lawyers and accountants, all want your financial attention. All profess to have all the solutions to all your financial concerns. But who's right and who's wrong?

Let's take a look at some different types of planning and savings concepts available to the public, compared to, what we call, internal savings.

Banks, investment firms, insurance companies, money managers, brokers, financial planners, lawyers and accountants, all want your financial attention. All profess to have all the solutions to all your financial concerns. But who's right and who's wrong?