Veteran On The Move
Wealth Management
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:29:56
- More information
Informações:
Synopsis
About this Episode Today we are honored to host Matt Maciel on the show. Matt, a former US Navy Veteran is the founder of Maciel Wealth Management a fiduciary, independent and veteran-owned financial planning firm. His firm is blazing a new trail by helping veterans gain better access to technology and customized financial strategies. Please download and listen to this episode to learn more about Matt. Key Points of Discussion Maciel’s life story Navy reservist Business Idea Understanding fiduciary and non-fiduciary Reality of mutual funds Earning as a financial advisor Advice for looking at a career as financial advisor Key Milestones of this Episode [00:51] Matt Maciel’s life story [02:19] Life as Navy Reservist [03:57] Transition into the business [06:19] Fiduciary [09:58] Mutual Funds [18:45] Thrift Saving Plans [23:10] Commissions as a financial advisor [27:55] Advice for looking career as financial advisor Key Quotes “You have to act in your client's best interest.” “I have s