532b mistruths about financial advisers & a case study
If you've ever wondered what a financial adviser does or how they can help you achieve your financial goals, get this episode in your ears! Glen chats with Alex Luck and Scott Taylor from Everest Wealth. They unpack:
👉🏼 what does a financial adviser offer that I can't get for free on the internet?👉🏽 fee structure and what to expect when you engage an adviser at Everest Wealth👉🏾 regulation in the advice industry👉🏿 where to begin if you are looking for an adviser👉🏻 do I need advice? Some examples of when it might or might not be a good option for you to explore👉 and a case study of an Everest Wealth client
Check out the case study here: https://bit.ly/everestm3
Need some help with your financial goals? Get connected with Glen's preferred panel of trusted professionals: https://bit.ly/gethelpm3
🛑 Please read our disclaimer + warnings before listening to this episode
🏡 Join the m3 facebook group
💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resources
my millennial money is produced by SYMO interactive
Видео 532b mistruths about financial advisers & a case study канала this is money
👉🏼 what does a financial adviser offer that I can't get for free on the internet?👉🏽 fee structure and what to expect when you engage an adviser at Everest Wealth👉🏾 regulation in the advice industry👉🏿 where to begin if you are looking for an adviser👉🏻 do I need advice? Some examples of when it might or might not be a good option for you to explore👉 and a case study of an Everest Wealth client
Check out the case study here: https://bit.ly/everestm3
Need some help with your financial goals? Get connected with Glen's preferred panel of trusted professionals: https://bit.ly/gethelpm3
🛑 Please read our disclaimer + warnings before listening to this episode
🏡 Join the m3 facebook group
💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resources
my millennial money is produced by SYMO interactive
Видео 532b mistruths about financial advisers & a case study канала this is money
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
![do you value being a financially well person? (my millennial money express podcast episode)](https://i.ytimg.com/vi/hV_vQp8OICA/default.jpg)
![Miller Roberts - music as a side hustle | debut 'Square One' EP](https://i.ytimg.com/vi/UJOZr8gx3w8/default.jpg)
![first home buying - what you need to know before you buy (part 1) | Glen James and John Pidgeon](https://i.ytimg.com/vi/Hl1MjfOY0sA/default.jpg)
![Glen James clarity call: adapting your situation to the pandemic](https://i.ytimg.com/vi/fIVoDh4-p80/default.jpg)
![mms: money madness with Danni](https://i.ytimg.com/vi/wXeYPyPmsIo/default.jpg)
![addicted to pawn | what it's like inside the pawn broking industry](https://i.ytimg.com/vi/qlqLggglIQw/default.jpg)
![being a full time influencer with almost a million followers](https://i.ytimg.com/vi/-FFoRpKunzk/default.jpg)
![summer series: your risk profile + selling a rental property (my millennial money podcast episode)](https://i.ytimg.com/vi/d21dmlQj7Zk/default.jpg)
![what has covid-19 taught us? | lessons from the pandemic](https://i.ytimg.com/vi/9UiTHbAo_S4/default.jpg)
![How To Listen To A Podcast (Retire Right)](https://i.ytimg.com/vi/DNDhMT2WJE4/default.jpg)
![do you own a small business? | how to manage your business during covid-19](https://i.ytimg.com/vi/TdwGiFgvqH4/default.jpg)
![5 mistakes when starting a business | Glen James shares business mistakes that hold you back](https://i.ytimg.com/vi/qY0ZAmjejVk/default.jpg)
![what tax deductions can I claim? | how to win at tax time](https://i.ytimg.com/vi/KX3w6wib-Mw/default.jpg)
![investing in cars and precious metals 🚗 | Glen James talks about speculative investments](https://i.ytimg.com/vi/L7XHK0kWTPU/default.jpg)
![FULL PODCAST: all your low cost, fun & creative Christmas gift ideas](https://i.ytimg.com/vi/T4Ccd9bSOWE/default.jpg)
![decoding the 2020 budget | what to expect from the federal budget](https://i.ytimg.com/vi/ULUvhlYGlfo/default.jpg)
![money and LGBTQI+ | Glen Hare chats with Glen James about money stuff](https://i.ytimg.com/vi/wiDCfRechBY/default.jpg)
![FULL PODCAST: managing money with ADHD (interview with a psychologist)](https://i.ytimg.com/vi/Q-KcXFovFhM/default.jpg)
![Digital Workshop Replay: investment lending](https://i.ytimg.com/vi/dji-_7uWQug/default.jpg)
![FULL PODCAST: health to wealth: the 6 things to invest in](https://i.ytimg.com/vi/CJvSzh_I-Xs/default.jpg)