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Kandungan disediakan oleh Alec Kelso and The Real Money Pros. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Alec Kelso and The Real Money Pros atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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
Kandungan disediakan oleh Alec Kelso and The Real Money Pros. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Alec Kelso and The Real Money Pros atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

Artwork
iconKongsi
 
Manage episode 374833163 series 3083349
Kandungan disediakan oleh Alec Kelso and The Real Money Pros. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Alec Kelso and The Real Money Pros atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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