There are many financial professionals out there, and it gets hard differentiating which one you need, how they are paid, and which have conflicting incentives with your hard earned money.
Zacc Call, President of Capita Financial Network, goes through the different financial professionals, what services they can offer, how they are paid, and how to know which you should be working with.
Download the Financial Professional Reference Sheet here:
https://theretirementnerds.com/financial-professionals-guide/
Hear more from Zacc on his podcast - The Financial Call
https://www.thefinancialcall.com/
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⏰ TIME CODES ⏰
0:00 The 3 Licenses
5:30 Which do you need?
6:57 Insurance Agents
25:48 Broker/Dealers
52:30 Investment Advisors
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Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.