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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. 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 to Ask Your Financial Advisor (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 to Ask Your Financial Advisor (Series) – 11. Do you earn fees for referring clients to specialists like estate attorneys or...

Duration:00:02:36

Ep. 11 – 21 Questions to Ask Your Financial Advisor (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 to Ask Your Financial Advisor (Series) – 10. Do you focus solely on investment management, or do you also advise on taxes,...

Duration:00:05:10

Ep.10 – 21 Questions – 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 – 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 – 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 – 8. Do you earn fees as an adviser to a private fund or other investments that you may recommend to clients? appeared first...

Duration:00:02:17

Ep.8 – 21 Questions – 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 – 7. Can you tell me about your conflicts of interest, orally and in writing? appeared first on Financial Independence |...

Duration:00:10:01

Ep. 7 – 21 Questions to Ask Your Financial Advisor (Series) – 6. Will you consider charging by the hour or retainer instead of an annual fee based on my assets?

6/15/2018
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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. 7 – 21 Questions to Ask Your Financial Advisor (Series) – 6. Will you consider charging by the hour or retainer instead of an annual fee based...

Duration:00:06:14

Ep. 6 – 21 Questions to Ask Your Financial Advisor (Series) – 5. Are your fees negotiable?

6/14/2018
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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. 6 – 21 Questions to Ask Your Financial Advisor (Series) – 5. Are your fees negotiable? appeared first on Financial Independence | Different by...

Duration:00:02:05

Ep. 5 – 21 Questions to Ask Your Financial Advisor (Series) – 4. Will you itemize all your fees and expenses in writing?

6/14/2018
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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. 5 – 21 Questions to Ask Your Financial Advisor (Series) – 4. Will you itemize all your fees and expenses in writing? appeared first on...

Duration:00:06:24