sr20230516_Interview

1

Introduction

00:00 • 3min

2

How to Build a Relationship With a Financial Professional

02:48 • 2min

3

How to Find a Financial Advisor

04:29 • 3min

4

How to Identify a Financial Planner

07:08 • 2min

5

The Differences Between Fee Based and Fee Based Financial Advisors

09:06 • 3min

6

The Pros and Cons of Working for a Big Firm

11:48 • 2min

7

The Importance of Quality Advice

14:18 • 2min

8

What Is a Family Office?

16:10 • 2min

9

The Importance of Family and Intra Family Communication

17:57 • 2min

10

How to Find a Financial Planner in Your Area

19:50 • 2min

11

The Importance of Trust in a Financial Planner

21:49 • 2min

12

The Importance of Knowing Your Customer

24:18 • 2min

13

Questions for a Financial Planner

25:54 • 3min

14

The Importance of Understanding Your Financial Planner

28:42 • 2min

15

How to Hire a Financial Planner

30:33 • 2min

16

How to Find a Person Locally

32:07 • 2min

17

How to Handle Private Equity Investments

33:44 • 2min

18

How to Talk to a Financial Advisor Who Understands Reality

35:27 • 2min

19

How to Protect Yourself From Corruption

37:00 • 2min

20

How to Find a Good Custodian for Your Money

38:55 • 2min

21

The Importance of a Good Custodian

40:47 • 3min

22

The Importance of Risk Management in Insurance

44:12 • 2min

23

How to Be an Investment Advisor

46:37 • 2min

24

The Benefits of Variable Annuities

48:57 • 3min

25

The Importance of Understanding Variable Annuities

52:14 • 4min

26

How to Deal With a Financial Planner

56:30 • 2min

27

How to Deal With Panic

58:04 • 2min

28

The Limitations of Advice to Clients

59:49 • 2min

29

How to Find an Insurance Expert

01:02:06 • 3min

30

How to Optimize Your Health Insurance

01:05:26 • 2min

31

The Future of the Pharmaceutical Industry Is Toast

01:07:19 • 3min

32

The Importance of Understanding Estate Taxes

01:09:50 • 3min

33

The Importance of Choosing a Tax Attorney

01:12:33 • 2min

34

The Importance of Having a Relationship With a CPA

01:14:23 • 2min

35

The Tension Between Tax Preparers and the IRS

01:15:59 • 3min

36

The Importance of Having a Financial Planner

01:18:45 • 2min

37

The Importance of Asking Questions

01:20:36 • 2min

38

The Ups and Downs of the Stock Market

01:22:18 • 2min

39

How to Trade a Bear

01:23:59 • 2min

40

How to Stay Out of Fear

01:25:42 • 2min

41

The Importance of Knowing What You Own

01:27:17 • 2min

42

How to Find the Right Help and Build Relationships

01:29:02 • 2min