• The Most Searched Financial Planning Questions

  • 2024/04/26
  • 再生時間： 49 分
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The Most Searched Financial Planning Questions

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  • In this conversation, Bruce Weinstein and Tim Travis discuss various financial planning topics and answer commonly searched questions. They explain the role of a financial advisor and the different types available. They also discuss how financial advisors are compensated and the importance of treating your investment portfolio like a business. The conversation touches on the benefits of insurance products, such as annuities, and the value of diversification. The hosts offer a free income plan and encourage listeners to reach out for personalized advice. In this conversation, Bruce and Tim discuss various financial topics, including simplifying life, claiming Social Security, setting up investments, and dealing with inflation. The conversation concludes with an invitation for listeners to schedule a consultation to review their financial situation.

    Reach out to Bruce & Tim at (800) 796-9912 or

    https://www.premierswplanning.com/

    https://www.ttvalueinvesting.com/

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this conversation, Bruce Weinstein and Tim Travis discuss various financial planning topics and answer commonly searched questions. They explain the role of a financial advisor and the different types available. They also discuss how financial advisors are compensated and the importance of treating your investment portfolio like a business. The conversation touches on the benefits of insurance products, such as annuities, and the value of diversification. The hosts offer a free income plan and encourage listeners to reach out for personalized advice. In this conversation, Bruce and Tim discuss various financial topics, including simplifying life, claiming Social Security, setting up investments, and dealing with inflation. The conversation concludes with an invitation for listeners to schedule a consultation to review their financial situation.

Reach out to Bruce & Tim at (800) 796-9912 or

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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