Hellow guys, Welcome to my website, and you are watching Why you need a CERTIFIED FINANCIAL PLANNER™. and this vIdeo is uploaded by Retire with Julia, CFP® at 2024-06-15T05:00:24-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Why you need a CERTIFIED FINANCIAL PLANNER™ |
| Video Uploader | Video From Retire with Julia, CFP® |
| Upload Date | This Video Uploaded At 15-06-2024 08:00:24 |
| Video Discription | Take control of your retirement → https://calendly.com/admin-ozrj Learn the three main differences between a regular financial advisor and a CERTIFIED FINANCIAL PLANNER™. Also, understand the red and green flags to watch out for when interviewing a potential advisor. 0:00 Introduction 0:50 First Difference 2:04 Second Difference 2:50 Third Difference 3:41 First Red Flag 4:07 Second Red Flag 4:20 Third Red Flag 4:51 First GREEN Flag 5:16 Second GREEN Flag 5:40 Third GREEN Flag POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watch?v=_1Z-JjqfSFs&t=2s 2) The 5 Biggest Expenses in Retirement: https://www.youtube.com/watch?v=N2efeEUAC4U&t=95s 3) Can You Retire On $1,500,000?: https://www.youtube.com/watch?v=kBKuE9wX4aQ 4) Can You Retire On $500,000?: https://www.youtube.com/watch?v=1mBLL5LkI9A 5) Secure Act 2.0: NEW Rules for 2024 https://www.youtube.com/watch?v=T7Ll-6wHvfk Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://calendly.com/admin-ozrj Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #retirementplanning #retirementsavings #retirementinvesting #retirementadvice #retirementpreparation #investingtips #investing #financialplanning #retirewithjulia #financialeducation #financialfreedom #certifiedfinancialplanner #riskmanagement #insuranceplan #investmentplan #taxplanning |
| Category | People & Blogs |
| Tags | certified financial planner | financial advisor | retirement planning | financial planning | investment management | investment plan | financial freedom | retire with julia | budgeting | risk management | insurance plan | tax planning | retirement |
