Shows
Financial Matters with Richard OringWhat a Financial Planner DoesToday, 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 n...2021-04-0836 minFinancial Matters with Richard OringWhat a Financial Planner DoesToday, 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 n...2021-04-0836 minFinancial Matters with Richard OringMutual Fund FeesToday, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds. We cover:What resources are there to find the costs and performanceInvestor.gov - https://www.investor.gov/Morningstar.com - https://www.morningstar.com/Fund ProspectusDefinitions to knowFront End LoadBack End LoadNo LoadFund expenses:Management FeesDistribution/12b1 FeesOtherFund FeesExchange FeeTicket ChargesCustodian FeesHow to know if what I own or am looking at is appropriate for the fees I’m payingQuestions you can ask your investment advisorResources:Email Richard: ROring@ncfg.com2020-11-1943 minFinancial Matters with Richard OringMutual Fund FeesToday, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds. We cover:What resources are there to find the costs and performanceInvestor.gov - https://www.investor.gov/Morningstar.com - https://www.morningstar.com/Fund ProspectusDefinitions to knowFront End LoadBack End LoadNo LoadFund expenses:Management FeesDistribution/12b1 FeesOtherFund FeesExchange FeeTicket ChargesCustodian FeesHow to know if what I own or am looking at is appropriate for the fees I’m payingQuestions you can ask your investment advisorResources:Email Richard: ROring@ncfg.com2020-11-1943 minFinancial Matters with Richard OringWhat We've Learned Halfway Through 2020With June here, Richard Oring of New Century Financial Group joins Jon Gay to take stock of where we are, almost halfway through the year.Things we've learned to live without in 2020Food and Medical SuppliesSocial Justice and Social UnrestFinancial IssuesInterest - the difference between lending and borrowingLow rates and refinance optionsDon't be afraid to take advantage of governmental programs like PPPDon't be afraid to ask lenders for a break.Email Richard: ROring@ncfg.comNew Century Financial Group WebsiteCall Richard: 609-924-2049 x1262020-06-1636 minFinancial Matters with Richard OringWhat We've Learned Halfway Through 2020With June here, Richard Oring of New Century Financial Group joins Jon Gay to take stock of where we are, almost halfway through the year.Things we've learned to live without in 2020Food and Medical SuppliesSocial Justice and Social UnrestFinancial IssuesInterest - the difference between lending and borrowingLow rates and refinance optionsDon't be afraid to take advantage of governmental programs like PPPDon't be afraid to ask lenders for a break.Email Richard: ROring@ncfg.comNew Century Financial Group WebsiteCall Richard: 609-924-2049 x1262020-06-1636 min