What A Financial Planner Does Financial Matters With Richard Oring podcast

Over 20 million podcasts, powered by

Artwork

Content provided by Richard Oring. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Oring or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Financial Matters with Richard Oring « »
What a Financial Planner Does

4y ago 36:35

Share

MP3•Episode home

Content provided by Richard Oring. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Oring or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 [email protected].
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/

… continue reading

29 episodes

Artwork

What a Financial Planner Does

Financial Matters with Richard Oring

published 4y ago

Share

MP3•Episode home

Content provided by Richard Oring. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Oring or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 [email protected].
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/

… continue reading

29 episodes

All episodes

×

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Listen to 500+ topics

Help/FAQ | Advertise with Us

Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion

Science|Soccer|Sports|Storytelling|Technology|True Crime

Copyright 2025 | Sitemap | Privacy Policy | Terms of Service | | Copyright

Listen to this show while you explore