Hey, everyone thanks for joining. Today, I will be speaking with our chief compliance officer, Joe Mcquaid, about transparency. It’s a very simple topic with a wide-ranging impact on your actual financial planning goals. The thought for the day is understanding what transparency is. Moreover, it’s the ability to see everything that you own in …
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Welcome to the Thought & Action podcast hosted by Erik Flegal. Today I will be speaking with our chief compliance officer, Joe McQuaid about the topic of fiduciary. We will discuss the difference between the fiduciary standard and the brokerage standard. The thought for the day, consider what being a fiduciary means as it pertains …
Welcome to the Thought & Action podcast hosted by Erik Flegal. The Thought for the Day is to understand how we do community here at Family Fortune. The goal has always been to give back, and we give back on multiple platforms, some are digital, some are face-to-face, but think about and consider how we …
Thank you for joining us today. I will be speaking with Joe McQuaid, the chief operating officer of Family Fortune Financial. We’ll be talking about a core belief that I think everyone should have, which is access. The thought for the day when you listen to this episode, consider what type of access we provide …
Welcome to the Thought & Action podcast hosted by Erik Flegal. The thought for the day is how to know what you’re getting from the luxury travel market and where to go to look. The action for the day is to take this knowledge and plan an awesome vacation of your own. Today we’re joined …
