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Konten disediakan oleh Brian Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Bowen atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Advisor Pet Peeves

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Manage episode 363653364 series 2098740
Konten disediakan oleh Brian Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Bowen atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.

Here’s what we talk about on today’s show:

  • Mailbag: What do I do about taxes when selling an apartment building? (0:12)
  • Pet peeve: Hidden fees! (11:34)
  • What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episode

Artwork
iconBagikan
 
Manage episode 363653364 series 2098740
Konten disediakan oleh Brian Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Bowen atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.

Here’s what we talk about on today’s show:

  • Mailbag: What do I do about taxes when selling an apartment building? (0:12)
  • Pet peeve: Hidden fees! (11:34)
  • What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episode

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