Advisor Pet Peeves

Retire With Integrity Podcast with Brian Bowen

English - May 18, 2023 09:00 - 23 minutes - 32.8 MB - ★★★★★ - 1 rating
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Previous Episode: Grading Your Financial Competency

Next Episode: The Most Expensive Tax Mistakes

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.

Here’s what we talk about on today’s show:

Mailbag: What do I do about taxes when selling an apartment building? (0:12) Pet peeve: Hidden fees! (11:34) What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)

Get Additional Information: https://financialplanningva.com/podcast/