Advisor Pet Peeves

An episode of the Retire With Integrity Podcast with Brian Bowen podcast, hosted by Brian Bowen, titled "Advisor Pet Peeves" was published on May 18, 2023 and runs 23 minutes.

May 18, 2023 ·23m · Retire With Integrity Podcast with Brian Bowen

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Episode Description

We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.

Here's what we talk about on today's show:

Mailbag: What do I do about taxes when selling an apartment building? (0:12)
Pet peeve: Hidden fees! (11:34)
What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)

Get Additional Information: https://financialplanningva.com/podcast/

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