Know what your paying for and what companies you can be receiving
10 key questions on the variations between ‘Payment Based mostly Monetary Planning’ and a ‘Fee Based mostly Advisor’. Peter – why is that this so necessary to know?
1 What gadgets pay fee to the adviser?
2 How does charge for service work?
3 Are Monetary Planning Charges tax deductible?
4 What’s a Hybrid Payment for a Service Plan?
5 What companies do you have to anticipate to your charges?
6 How do Mutual Fund charges and portfolio administration charges differ within the Payment for service Mannequin?
7 What are the tax remedies of every system?
8 How does a mortgage match into the charge for service mannequin?
9 How one can taxes and wills and people associated gadgets work?
10 In abstract do you get the identical from each?
The aim of our podcast is to teach listeners and viewers to allow them to take management of their private funds saving cash on charges, getting higher returns on their investments, and paying much less taxes.
Every episode our hosts David Pratt and Peter Cishecki, President of the The whole lot Monetary Group, are joined by trade skilled friends to debate in-depth the whole lot you have to learn about an important matters on the planet of non-public finance.
Have a query for our hosts? Get your burning questions on something on the planet of non-public finance answered on a future episode. E mail us at firstname.lastname@example.org
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