Not About The Money

The post Ep. 27 – Interview with Shina Culberson – Maximize the Value of Your Small Business Today appeared first on MARGIN.

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 MARGIN.

The post Ep. 25 – Interview with Ernie Zelinski – Getting fired can turn you into a international bestselling author appeared first on MARGIN.

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

The post Colorado 529 Plan – CollegeInvest – Podcast Interview with Brennan Hannon appeared first on MARGIN.

The post Ep. 22 – 21 Questions (Series) – 21. What do you value most in client relationships? appeared first on MARGIN.

The post 21 Questions (Series) – 20. What is your professional background? appeared first on MARGIN.

The post Ep. 20 – 21 Questions (Series) – 19. Who manages your money? appeared first on MARGIN.

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 first on MARGIN.

The post Ep. 18 – 21 Questions (Series) – 17. Which professional credentials do you have, and what are their requirements? appeared first on MARGIN.

The post Ep. 17 – 21 Questions (Series) – 16. How do you report investment performance? appeared first on MARGIN.

The post Ep. 16 – 21 Questions (Series) – 15. How often do you trade? appeared first on MARGIN.

The post Ep. 15 – 21 Questions (Series) – 14. Do you believe you can beat the market? appeared first on MARGIN.

The post Ep. 14 – 21 Questions (Series) – 13. Do you believe in technaical analysis or market timing? appeared first on MARGIN.

The post Ep. 13 – 21 Questions (Series) – 12. What is your investment philosophy? appeared first on MARGIN.

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...

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,...

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.

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?...

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...