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The FINAL Pillars of Financial SUCCESS
Episode 181 | The FINAL Pillars of Financial SUCCESS
See more → https://RetireMentorship.com/181
Optimize your Money and your Life → https://LaxFP.com
Certified Financial Planner Certification → https://CFP.net
Fee Only Network → https://FeeOnlyNetwork.com
Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
Send us a Text Message.
*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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By Freeman Linde, CFP®Episode 181 | The FINAL Pillars of Financial SUCCESS
See more → https://RetireMentorship.com/181
Optimize your Money and your Life → https://LaxFP.com
Certified Financial Planner Certification → https://CFP.net
Fee Only Network → https://FeeOnlyNetwork.com
Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
Send us a Text Message.
*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.