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Real Retirement Financial Planning

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United States

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Podcasts

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@MARGINLLC

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English

Contact:

3039901504


Episodes

Ep. 27 – Interview with Shina Culberson – Maximize the Value of Your Small Business Today

11/5/2018
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Welcome to Real Financial Planning Opening notes: Shina has worked in business valuation for over 20 years, and yes, she boxes too. Our conversation covers common mistakes in small business valuation; a tragic story of how a business owner was blind sighted by the reality that she didn’t plan… The post Ep. 27 – Interview with Shina Culberson – Maximize the Value of Your Small Business Today appeared first on Financial Independence | Different by Design.

Duration:01:22:24

Ep. 26 – Interview with Jack Lipski – How to raise your kids so you never have to financially cut them off

9/16/2018
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Welcome to Real Financial Planning How to raise your kids so you never have to financially cut them off, or for adult children, how to cut them off today. Jack Lipski is a dad, and 40 year+ child and family therapist. He’s been teaching Love and Logic classes for over… The post Ep. 26 – Interview with Jack Lipski – How to raise your kids so you never have to financially cut them off appeared first on Financial Independence | Different by Design.

Duration:01:29:31

Ep. 25 – Interview with Ernie Zelinski – Getting fired can turn you into a international bestselling author

9/2/2018
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Welcome to Real Financial Planning Ernie Zelinski, international bestselling author of How to Retire Happy, Wild, and Free and The Joy of Not Working. He’s sold over 1,000,000 books internationally. In this episode, we cover his early days, philosophy about life, and writing process; most importantly, we cover how a… The post Ep. 25 – Interview with Ernie Zelinski – Getting fired can turn you into a international bestselling author appeared first on Financial Independence | Different by...

Duration:01:04:03

Ep. 24 – (303) Series: Sell a Home for $2,500 – Interview with TRELORA CEO and Founder Joshua Hunt

8/9/2018
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Welcome to Real Financial Planning This series is for the (303) area code Everything you wanted to know about TRELORA selling your home for $2,500, the real estate brokerage market, and… How to DISRUPT YOURSELF to pursue who you really are. Even when everyone assumes you have everything THEY could… The post Ep. 24 – (303) Series: Sell a Home for $2,500 – Interview with TRELORA CEO and Founder Joshua Hunt appeared first on Financial Independence | Different by Design.

Duration:01:05:04

Ep. 23 – (303) Series: Colorado 529 Plan – CollegeInvest – Interview with Brennan Hannon

7/18/2018
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Welcome to the Real Retirement Financial Planning Podcast. This series is for the (303) area code: our Colorado listeners. Everything you wanted to know about the Colorado 529 Savings Plan (but didn’t know, or were too afraid to ask) Please join me with Brennan Hannon, Advisor Relations Manager at CollegeInvest,… The post Ep. 23 – (303) Series: Colorado 529 Plan – CollegeInvest – Interview with Brennan Hannon appeared first on Financial Independence | Different by Design.

Duration:01:21:29

Ep. 22 – 21 Questions (Series) – 21. What do you value most in client relationships?

7/11/2018
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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… The post Ep. 22 – 21 Questions (Series) – 21. What do you value most in client relationships? appeared first on Financial Independence | Different by Design.

Duration:00:06:09

Ep. 21 – 21 Questions (Series) – 20. What is your professional background?

7/2/2018
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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… The post Ep. 21 – 21 Questions (Series) – 20. What is your professional background? appeared first on Financial Independence | Different by Design.

Duration:00:03:57

Ep. 20 – 21 Questions (Series) – 19. Who manages your money?

7/2/2018
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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… The post Ep. 20 – 21 Questions (Series) – 19. Who manages your money? appeared first on Financial Independence | Different by Design.

Duration:00:01:53

Ep. 19 – 21 Questions (Series) – 18. After inflation, taxes and fees, what is a reasonable estimated return on my portfolio over the long term?

6/29/2018
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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… The post Ep. 19 – 21 Questions (Series) – 18. After inflation, taxes and fees, what is a reasonable estimated return on my portfolio over the long term? appeared...

Duration:00:03:07

Ep. 18 – 21 Questions (Series) – 17. Which professional credentials do you have, and what are their requirements?

6/27/2018
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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… The post Ep. 18 – 21 Questions (Series) – 17. Which professional credentials do you have, and what are their requirements? appeared first on Financial Independence |...

Duration:00:09:17

Ep. 17 – 21 Questions (Series) – 16. How do you report investment performance?

6/27/2018
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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… The post Ep. 17 – 21 Questions (Series) – 16. How do you report investment performance? appeared first on Financial Independence | Different by Design.

Duration:00:01:26

Ep. 16 – 21 Questions (Series) – 15. How often do you trade?

6/27/2018
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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… The post Ep. 16 – 21 Questions (Series) – 15. How often do you trade? appeared first on Financial Independence | Different by Design.

Duration:00:04:09

Ep. 15 – 21 Questions (Series) – 14. Do you believe you can beat the market?

6/26/2018
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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… The post Ep. 15 – 21 Questions (Series) – 14. Do you believe you can beat the market? appeared first on Financial Independence | Different by Design.

Duration:00:04:15

Ep. 14 – 21 Questions (Series) – 13. Do you believe in technaical analysis or market timing?

6/25/2018
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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… The post Ep. 14 – 21 Questions (Series) – 13. Do you believe in technaical analysis or market timing? appeared first on Financial Independence | Different by Design.

Duration:00:01:42

Ep. 13 – 21 Questions (Series) – 12. What is your investment philosophy?

6/21/2018
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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… The post Ep. 13 – 21 Questions (Series) – 12. What is your investment philosophy? appeared first on Financial Independence | Different by Design.

Duration:00:08:23

Ep. 12 – 21 Questions (Series) – 11. Do you earn fees for referring clients to specialists like estate attorneys or insurance agents?

6/19/2018
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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… The post Ep. 12 – 21 Questions (Series) – 11. Do you earn fees for referring clients to specialists like estate attorneys or insurance agents? appeared first...

Duration:00:02:36

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?

6/19/2018
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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… The post Ep. 11 – 21 Questions (Series) – 10. Do you focus solely on investment management, or do you also advise on taxes, estates, retirement, budgeting,...

Duration:00:05:10

Ep. 10 – 21 Questions (Series) – 9. Do you pay referral fees to generate new clients?

6/19/2018
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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… The post Ep. 10 – 21 Questions (Series) – 9. Do you pay referral fees to generate new clients? appeared first on Financial Independence | Different by Design.

Duration:00:01:29

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?

6/19/2018
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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… The post 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? appeared...

Duration:00:02:17

Ep. 8 – 21 Questions (Series) – 7. Can you tell me about your conflicts of interest, orally and in writing?

6/18/2018
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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… The post Ep. 8 – 21 Questions (Series) – 7. Can you tell me about your conflicts of interest, orally and in writing? appeared first on Financial Independence...

Duration:00:10:01