Which Financial Professional You Are Working With? And How They Are Paid

Video Description

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/ ============================= Send me a message! [email protected] ============================= ============================= Be Sure to Subscribe to our Channel! ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsletter/ ============================================================ ⏰ 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 ============================= #medicare #theretirementnerds #socialsecurity #retirementnerds #finance #financialadvisor 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.