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Mixing Commissions with Advice & Universal Money Tips (8/19/2023)
Manage episode 374833163 series 3083349
Nội dung được cung cấp bởi Alec Kelso and The Real Money Pros. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Alec Kelso and The Real Money Pros hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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