The Financial Momentum Podcast

68. What Financial Planners Do That They Won't Tell You About

February 07, 2024 Paul Ary
68. What Financial Planners Do That They Won't Tell You About
The Financial Momentum Podcast
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The Financial Momentum Podcast
68. What Financial Planners Do That They Won't Tell You About
Feb 07, 2024
Paul Ary

Send us a Text Message.

Financial planners advise you on investments, sell you investment products and plan your retirement.  But there is one thing they do themselves for their investments and retirement that they can't tell you about.  Find out what that is in this episode!


If you enjoy reading your content try the Financial Momentum Newsletter.  It's a free once a week newsletter delivered to your inbox.  The newsletter will have a short article (3 to 4 min read), with ideas and tools to build momentum in your business and life.  Subscribe Here



DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship.  This is not financial advice.  These are my personal opinions on real estate and the world in general.

You're invited to send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!

Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe!




DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.

Show Notes

Send us a Text Message.

Financial planners advise you on investments, sell you investment products and plan your retirement.  But there is one thing they do themselves for their investments and retirement that they can't tell you about.  Find out what that is in this episode!


If you enjoy reading your content try the Financial Momentum Newsletter.  It's a free once a week newsletter delivered to your inbox.  The newsletter will have a short article (3 to 4 min read), with ideas and tools to build momentum in your business and life.  Subscribe Here



DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship.  This is not financial advice.  These are my personal opinions on real estate and the world in general.

You're invited to send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!

Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe!




DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.