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Not About The Money
By Not About The Money
Not About The Money episodes
- Ep. 12 – 21 Questions (Series) – 11. Do you earn fees for referring clients to specialists like estate attorneys or insurance agents?Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites…3 min
- Ep. 11 – 21 Questions (Series) – 10. Do you focus solely on investment management, or do you also advise on taxes, estates, retirement, budgeting, debt management, and insurance?Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites…6 min
- Ep. 10 – 21 Questions (Series) – 9. Do you pay referral fees to generate new clients?Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites…2 min
- Ep. 9 – 21 Questions (Series) – 8. Do you earn fees as an adviser to a private fund or other investments that you may recommend to clients?Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites…3 min
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Financial Planning | Investment Management