31 min listen
532b mistruths about financial advisers & a case study
Fromthis is money
ratings:
Length:
45 minutes
Released:
Aug 17, 2022
Format:
Podcast episode
Description
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 clientCheck out the case study here: https://bit.ly/everestm3Need 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 resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
Released:
Aug 17, 2022
Format:
Podcast episode
Titles in the series (100)
146 Moving To Self-employment (live Case Study): One of Glen's clients wishes to start a business, and he had a few questions for him. Glen told Dave that he would do an episode with... by this is money