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Episode 62: Financial Planner Compensation

Episode 62: Financial Planner Compensation

FromFederal Employee Financial Planning Podcast


Episode 62: Financial Planner Compensation

FromFederal Employee Financial Planning Podcast

ratings:
Length:
34 minutes
Released:
Apr 1, 2024
Format:
Podcast episode

Description

Have you ever wondered how your financial planner gets paid? In this episode, Michael, Tommy, John, and Ben tackle this question head-on, shedding light on the various compensation methods in the financial planning industry. They cut through the jargon to explain the surge in annual meetings and the strategic importance of mapping out financial goals at the beginning of the year. From explaining fee-only versus commission-based models to the significance of transparency in understanding your planner's payment structure, they will equip you with the knowledge you need to hire the right advisor. Access the full show notes at Mason & Associates, LLC
Released:
Apr 1, 2024
Format:
Podcast episode

Titles in the series (66)

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.