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The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
Manage episode 372847166 series 2304474
Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
100 episodios
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Manage episode 372847166 series 2304474
Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
100 episodios
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Similar a Guarding Your Nest Egg
Technologists and crypto-enthusiasts Joel Comm and Travis Wright attempt to demystify the world of bitcoin, blockchain, litecoin, ethereum, alt-coins, token generation events, and ICOs in this podcast for cryptocurrency newbies.
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continue reading
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continue reading
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