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Listen "Ep 34: Different Types of Financial Advice with Bonnie Bailey"
Episode Synopsis
The financial industry can be a complicated one to sift through because of the range of services and fees that you can find when searching for advice and guidance. Today we’ve invited Bonnie Bailey, VP of Business Development at Carson Wealth, to talk with us about the variety of services you’ll find and to help us understand all of the costs that you might incur. Join us on today’s episode as we discuss these important topics and more: Why Scott treats costs as part of the investment. (1:33) The different types of services and how fees are charged for each. (6:34) Transparency in what your all-in costs cover is important to get. (13:00) A breakdown of the different types of fees and what they cover. (14:36) How to make sure you’re aligned with the team you’re working with. (19:11) RESOURCES About our guest: https://www.carsonwealth.com/team-members/bonnie-bailey/ More Episodes: https://www.theway2wealth.com/episodes/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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