Episode 63: Common Misconceptions

Update: 2024-04-15

Description

Is your financial planner as knowledgeable as they say they are? Do they have all the experience needed to guide you? In this episode, Michael, Tommy, Ben, and John dive deep into the common misconceptions surrounding financial planning. They challenge the notion that anyone can be a financial planner and stress the importance of transparency in the industry. Listen in as they shed light on topics like estate planning for everyone, why financial planning extends beyond insurance sales or investment management, and more.

Access the full show notes at Mason & Associates, LLC

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Episode 78: Understanding Financial Planner Fees: The True Cost of Expertise for Federal Employees

2024-11-1151:46

SPECIAL EPISODE: 2024 Election Special & Your Financial Plan: What Federal Employees Should Know

2024-10-3152:51

Episode 77: FERS Pension Explained: Key Retirement Options and Benefits for Federal Employees

2024-10-2847:16

Episode 76: Estate Planning Across State Lines for Federal Employees

2024-10-1401:20:25

Episode 75: Why Federal Retirees Need Specialized Advice

2024-09-3047:11

Episode 74: Protecting You from Yourself

2024-09-1648:54

Episode 73: Maximizing Social Security with Elaine Floyd

2024-09-0257:25

Episode 72: Are You Ready to Hire a Financial Advisor?

2024-08-1943:01

Episode 71: Activate Millionaire Powers

2024-08-0547:05

Episode 70: Mastering Your Financial Plan

2024-07-2243:30

Episode 69: Distribution Planning Assumptions

2024-07-0844:20

Episode 68: TSP Competitive Advantages and Disadvantages

2024-06-2445:53

Episode 67: Financial-Planner-to-Client Ratio

2024-06-1040:11

Episode 66: Get the Most Out of Your Financial Planner

2024-05-2744:30

Episode 65: Are Virtual Meetings as Good as In-Person?

2024-05-1339:42

Episode 64: An Inside Look at Strategic Planning Season

2024-04-2941:49

Episode 63: Common Misconceptions

2024-04-1543:44

Episode 62: Financial Planner Compensation

2024-04-0133:40

Episode 61: Tax Cuts and Jobs Act of 2017

2024-03-1840:24

Episode 60: It’s A Damn Shame

2024-03-0437:58

00:00

Episode 63: Common Misconceptions

#box-pro-ellipsis-173226091645677{-webkit-line-clamp:2;}Episode 63: Common Misconceptions

Episode 63: Common Misconceptions

Episode 63: Common Misconceptions