Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. Lee holds a Ph.D. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Good Financial Cents

APRIL 10, 2023

My initial conversation with the couple helped me learn they wanted to retire at the age of 50, and that they were super motivated when it came to working hard for what they wanted. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name!

Investing 110

Investing Investments Assets Accounting 110

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The retirement crisis in America is real.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account. These are the single largest pools of assets on the planet is the American retirement system.

Assets 174

Assets Management Portfolio Marketing 174

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

SEPTEMBER 26, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Since 70% of CFP® mark holders have insurance licenses, anything they do on the insurance side (outside of variable products) is not regulated by the SEC. John “JR” Robinson is the Founder of Financial Planning Hawaii and a Co-Founder of Nest Egg Guru.

CFP 80

CFP Financial Planner Ethics Financial Planning 80