Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one.
We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers retiring, and the impact of COVID-19, demand for financial planning has never been higher.
There are different pricing models that financial planners use, including traditional, AUM (assets under management), or a combination of the two. A newer model that Rich prefers is a subscription model, with an upfront fee then monthly, quarterly, or semi-annual fees.
Comprehensive planning (or holistic planning) is much different than simple or goal-based planning, which can be much narrower in scope. Comprehensive planning can include insurance planning, retirement planning, investment, tax, education, and so much more.
To contact Richard Oring, call him at 609-924-2049 or email him at roring@ncfg.com.
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!