Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
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Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
Retirement Planning Education, with Andy Panko
1 hour 16 minutes
1 month ago
#172 - The conflicts, pros, cons and use cases of the different advisory fee structures
Andy shares his views on the few different ways in which people in the financial services/financial advisory industry can receive revenue: Commission-onlyFee-onlyHybrid or fee-based Links in this episode: My article in Rethinking65 - How Much Are Your Services Worth? Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demys...
Retirement Planning Education, with Andy Panko
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
