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6 Things You Should Know BEFORE You See A FINANCIAL ADVISER скачать в хорошем качестве

6 Things You Should Know BEFORE You See A FINANCIAL ADVISER 2 years ago

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6 Things You Should Know BEFORE You See A FINANCIAL ADVISER

I’ve spent more than ten years on this channel trying to equip people to organise their own finances so that they don’t need a financial adviser. But there’s definitely value for some people on some occasions to seek professional financial advice. #financialfreedom #financialplanning #financialadvisers 🔴    • How I Invest (I'm a financial adviser)   - Click here to watch How I Invest My Own Money 👉 MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/ff-1/ 👉 MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwe... 👉 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirem... 🏷️ Use PROMO Code "YOUTUBE" to save on any of the three courses. 🎟️ Trading 212 partnered with MeaningfulMoney and offers fractional shares worth up to €100. Use the link https://trading212.com/promocodes/MM212. If you do not get your free share after depositing £1. Use promo code MM212, you will find it in the section with the three lines in the bottom right corner of the app. Chapters 00:00 Welcome 00:34 1. Know your objectives 01:48 2. Know your current situation 02:39 3. Your initial discussion should be free of charge 03:30 4. Understand fees 06:07 5. Restricted or independent 07:14 6. Qualification and authorisation 08:19 Summary 08:52 Conclusion 🎥 Budgeting:    • The ULTIMATE GUIDE To Budgeting   🎥 Paying Off Debt:    • The Ultimate Guide to PAYING OFF DEBT   🎥 Wealth Protection:    • The Ultimate Guide To WEALTH PROTECTION   🎥 Investing:    • The Ultimate Guide To INVESTING - Par...   🎥 Platforms, Pensions, ISAs:    • The Ultimate Guide to PLATFORMS, PENS...   🎥 Risk:    • The Ultimate Guide to RISK   🎥 Retirement Investing:    • The Ultimate Guide to Investing in Re...   🎥 Pension Retirement Options:    • The Ultimate Guide to Pension Retirem...   🎥 Estate Planning:    • The Ultimate Guide to ESTATE PLANNING   🎥 Money & Life:    • The Ultimate Guide to MONEY & LIFE   📙 The MeaningfulMoney Handbook: http://petesbook.com The MeaningfulMoney Community (Facebook): 👉 https://meaningfulmoney.tv/community 👉 Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch 👉 Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/... FOLLOW ME: ✔ Facebook:   / meaningfulmoney   ✔ Twitter:   / meaningfulmoney   ✔ Instagram:   / meaningfulmoney.tv   ✔ LinkedIn:   / petematthew   ✔ Website & Podcast: https://meaningfulmoney.tv ⚠️ IMPORTANT: Please be aware that MeaningfulMoney does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information. 📫 Leave me a comment below - I read all of them and love hearing from you!

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