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...to go into financial planning. Back in those days, the people that did financial planning were really product organizations that were selling something. I remember going to an interview and my first interview was with an individual and it went fine.
8:08 / 9:21
from transcript8:08 – 9:21
...by the financial planning process, so I don't even wanna deal with it. That's not necessarily a good answer either depending on your circumstance. I think, obviously, we've talked about everybody's circumstance a little different. But I think that no
23:56 / 25:05
from transcript23:56 – 25:05
...financial planners don't necessarily like it as a far graph rule, but I always use that rule as a guidepost. Oh, that's like somewhere to work worse. And then you and it's much easier to create a financial plan or an investing plan if you have someth
7:23 / 8:31
from transcript7:23 – 8:31
...financially independent. And how do you take this really big goal, which if you live in The US, probably gonna be the millions of dollars. And how do you backtrack into feasible, tangible steps that you can do to reach that independence? So that's ou
5:14 / 6:23
from transcript5:14 – 6:23
...real planning, not just a little bit of cash flow projections, but real financial plans. We've gone even further, and we believe estate advisory is a big area of opportunity. When you can sit down with somebody and talk about their legacy, how they w
12:47 / 13:48
from transcript12:47 – 13:48
...savvy financial out there so that people will be able to feel good and know that their money's working for them in the right way. Well, I understand that I am different in the planning space, and there's a lot of different methodologies around planni
24:36 / 25:46
from transcript24:36 – 25:46
We call them goals, but in sort of buckets, right, which is to say, okay, you should always have an emergency savings account. That is three to six months relatively liquid assets so that, you know, if you get in a bind, which happens on a lot of occ
26:58 / 28:06
from transcript26:58 – 28:06
financial advisers are charging a 100 to a 125 basis points, which is one to 1.25% of your entire portfolio for as long as you're with them. That can be hundreds of thousands, if not millions of dollars over the course of your lifetime. For the avera
11:15 / 12:16
from transcript11:15 – 12:16
...a role in estate planning and asset protection. Again, this is educational only. It's always good to talk about all this with a licensed professional before doing anything like this. Hey. Thanks for listening to Making Billions. If you like this epis
11:45 / 13:07
from transcript11:45 – 13:07
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