TURN DATA INTO POWERFUL DECISIONS 💼 SMARTVISOR CRM — BUILT FOR MUTUAL FUND DISTRIBUTORS
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TURN DATA INTO POWERFUL DECISIONS 💼 SMARTVISOR CRM — BUILT FOR MUTUAL FUND DISTRIBUTORS
📞 Call: +91 92029 16254 🌐 Visit: intellimax.io 📩 Email: [email protected]
Professional Financial Advisory - Zecay
Our ethos is grounded in a professional, client-centric approach. We begin by gaining an insightful understanding of your individual financial aspirations and needs. With a robust arsenal of proven methodologies and sophisticated skill sets, we meticulously synthesize information to customize a portfolio of products and services that accurately align with your financial targets.
Professional Financial Advisory - Zecay
Our ethos is grounded in a professional, client-centric approach. We begin by gaining an insightful understanding of your individual financial aspirations and needs. With a robust arsenal of proven methodologies and sophisticated skill sets, we meticulously synthesize information to customize a portfolio of products and services that accurately align with your financial targets.
Are you planning for retirement? Already there? Are you working with a financial adviser but wonder if you could be doing better? That's an important question to consider. Greg Aler, founder and CEO of the financial planning firm Golden Reserve, is our guest on the Lean to the Left podcast. Greg believes that many people planning for retirement are being hoodwinked by financial advisors to whom they have given too much power over their investments and who are ripping off customers with percent-based fees. Greg was born and raised in small-town Ohio, and after attending law school, he worked at one of the largest law firms in the world. Greg went on to build three multimillion-dollar companies before the age of forty: an elder care law firm, a financial services firm, and a real estate company. He re-thinks and re-builds industries to help service the other 99 percent of America. Greg has his own TV, radio, and podcast show: Expedition Retirement. The only thing Greg loves more than cooking, scuba, boating, and laughing with friends on his back porch is being with his wife, Fernanda, and three kiddos (Lilly, Lola, and Louie). We’re happy to welcome Greg to Lean to the Left today to talk about financial planning for retirement…a really important topic. Time to fire your financial advisor? Questions we discussed with Greg: Q. On your website in which you promote your book, “Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree,” you say this: “there are wolves everywhere. Shockingly, most retirees have no idea what is going on with their money - or worse, what they’re being charged.” Can you please explain? Q. Your book makes the case that financial advisors have massively failed retirees. How is that? Q. Many retirees have seen their IRAs and other retirement plans grow significantly. So, why should they care about the fees their financial advisor charges them to manage their retirement accounts? Q. Does working with a fiduciary advisor guarantee that a retiree can avoid these problems? Q. Not feeling confident in my ability to manage my own portfolio, some people default to their financial advisor, telling them to do what’s best. Is it a mistake for people to do that? Q. How can retirees increase their own financial literacy? Q. What is a fixed index annuity, and how can it help retirees? Q. What is a “Retirement Planner” and why should retirees work with them instead of financial advisors? Q. What advice do you have for someone who wants to fire their financial advisor, but isn’t sure how to do that?
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert kiyosaki #financialindependence #financialassistance #financialadvisory #financialawareness #financialadvisortips #financialastrology #afinancial #afinancialgroup #afinancialmotivation #bfinancial247 #bfinancialfreedomusiness #financialconcepts #financialdomme #financialeducator #financialeducationmatters #financialeducationforkids #efinancialacademy #financialfree #financialgoalsetting #gfinancial #gfinancialadvisor #gfinancialgroup #gfinancialservices #financialhealing #hfinancialfreedomustle #forexcourse #forexbrokerkiller #forexanalysis (at Cape Town, Western Cape) https://www.instagram.com/p/Cf6MInPt4jp/?igshid=NGJjMDIxMWI=
🚨BE FINANCIALLY PREPARED🚨 Are you financially secure and ready for the next pandemic wave this upcoming fall⁉️ Prior Planning Prevents Piss-Poor Performance! Today we must humble ourselves and realize that there’s ALWAYS a better way to get our finances in order through proven tracking and financial management systems! Whether you are a single mom, bachelor or newly married and looking to make a different decision, Join our online/remote Financial Peace University fall course and we’ll learn how to navigate this ongoing financial crisis and make a plan for your future. . . together! Visit the link in the bio for more info and continue to follow the 💎💎💎‼️#financialliteracy #financialindependence #breakingcurses #startanewlegacy #financialadvisortips #financialcoaching #financialcoach #financialcoaches #eliminatedebt #debtfreedomjourney #debtfreedommunity #debtfreedomcoach #debtfreedomfighter https://www.instagram.com/p/CFbeAe1h5iG/?igshid=m70m1mhqjpnq
🚨FALL FINANCIAL PEACE ALERT🚨 “Debt is NOT a tool. It makes banks wealthy, not you.”-Dave Ramsey. Have you been stacking your money to be prepared for the next shutdown⁉️ We are already in September and school is officially back in session!! There’s ALWAYS a way to not live paycheck to paycheck or to live a life overwhelmed with debt! Join our online/remote Fall Financial Peace University self-paced class/course 💸, and we’ll learn how to navigate the rest of 2020 and the ongoing financial crisis together! Sound like you or someone you know? If you are ready click the link in the bio to sign-up to change your financial legacy‼️#financialliteracy #financialindependence #financialadvisortips #financialcoaching #financialcoach #financialcoaches #eliminatedebt #financialpeaceuniversity https://www.instagram.com/p/CE7KkZ3hJuV/?igshid=v8dhxn41rw48
🚨TESTIMONIAL TUESDAY🚨 Day 1 of the DNC was last night but do you have a 3-6 months emergency savings account or are you still living paycheck to paycheck in 2020⁉️ 44% of Americans have less than $1,000 saved for emergencies, DON’T BE ONE OF THEM‼️ Election 🗳 season is upon us, but do you have your financial house in order? Join our online/remote Financial Budget and Management Coaching and Fall Financial Peace University Online Classes, and we’ll show you a better way . . . together! Do you want to break financial curses and start a new legacy for you and your family? Sign up for a FREE coaching session or “Need Financial Peace” with the link in the bio. We look forward to seeing you on the other side‼️#financialliteracy #financialindependence #breakingcurses #startanewlegacy #financialadvisortips #financialcoaching #financialcoach #financialcoaches #eliminatedebt #debtfreedomjourney #debtfreedommunity #debtfreedomcoach #debtfreedomfighter https://www.instagram.com/p/CECMGLTBm3q/?igshid=10otm9kcy3p7r