Customer Accounts Episode 9 Series Exam Podcast

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  • Опубликовано: 25 дек 2024

Комментарии • 11

  • @Series7Guru
    @Series7Guru  9 месяцев назад +2

    Full Series 7 Exam Podcast Playlist ruclips.net/p/PLK1IazV_JQbEMQZmw4tHkBdai1d9rB6Kh&si=c8w1Y_obeMOexdqV

  • @Thepete0202bodnar
    @Thepete0202bodnar 3 месяца назад +1

    Hey! Love your videos! What video is for function 3 of the series 7?

  • @danielplascencia2504
    @danielplascencia2504 9 месяцев назад +2

    Can immediate family members buy ipos

    • @Series7Guru
      @Series7Guru  9 месяцев назад +1

      No. They are restricted persons.

  • @derrickvincent1156
    @derrickvincent1156 5 месяцев назад +1

    Failed today with a 64, first time taking. I feel like I only focused on the big stuff (options, munis, corporate bonds) bad when it came to the “small stuff” i started ri second guess. Feel really down right now but any tips for next time?

    • @Series7Guru
      @Series7Guru  5 месяцев назад

      DAMN. That hurts for sure.. here are my five recommendations on how to respond to this misfortune ruclips.net/video/RbkE6AnnpT8/видео.html

  • @offthefairway6797
    @offthefairway6797 8 месяцев назад +1

    The RMD isn’t applicable if the participant is employed and if the plan has adopted pension simplification! Then the participant can hold off until the retired!

    • @Series7Guru
      @Series7Guru  8 месяцев назад

      Not on the test. RMD at 73 is.

  • @junglis074ever
    @junglis074ever 9 месяцев назад +1

    CHURN???????? Sounds like a Freudian slip. 😮

    • @Series7Guru
      @Series7Guru  9 месяцев назад +1

      Lol. It was a joke. Sounds like you missed it.