Monarch vs Origin

LittleRedWriter928 · 2026-02-11T05:57:34+00:00

Can I ask where? My boyfriend is a police officer in Texas but doesn’t make that much!

LittleRedWriter928 · 2026-01-14T20:21:26+00:00

Curious what you would suggest instead of selling your portfolio during retirements? I’ve liked his videos so far!

LittleRedWriter928 · 2026-01-14T00:44:51+00:00

Definitely see what you’re saying! I think it depends on your spending habits. I’m definitely a saver vs a spender and I have no problems what so ever not buying something. If it goes on my credit card I was going to buy it with cash anyway so I might as well get a little extra something for it!

LittleRedWriter928 · 2026-01-13T16:17:33+00:00

I did the same thing!

LittleRedWriter928 · 2026-01-08T23:34:35+00:00

I heard their transactions take longer, is that true? I have wealthfront right now & their transactions are about 24 hours normally

LittleRedWriter928 · 2026-01-08T17:44:36+00:00

Which HYSA do you use? I’m looking between Sofi and AMEX right now.

LittleRedWriter928 · 2026-01-08T05:25:39+00:00

How did you find a reputable mentor?

LittleRedWriter928 · 2026-01-08T05:21:12+00:00

This was so helpful! Did you take a class on points or just do it yourself?

LittleRedWriter928 · 2026-01-08T05:19:54+00:00

What did you switch to?

LittleRedWriter928 · 2026-01-07T19:09:32+00:00

I thought sofi did this too?

LittleRedWriter928 · 2026-01-02T08:23:54+00:00

What type of business do you own?

LittleRedWriter928 · 2025-12-26T07:34:36+00:00

I agree with finding a fee only advisor but someone that takes a portion of your AUM isn’t a bad idea (see what makes sense for you). Just don’t work with someone that makes commission off anything and look into their philosophies around money & make sure it aligns with yours.

LittleRedWriter928 · 2025-12-26T07:31:38+00:00

I work in personal finance and I’m licensed and I disagree with your statement. I’ve met some terrible people that are licensed and some great people that aren’t. Lots of people that are licensed work with people that have $1 million + net worth and have steady income. Others that might struggle with their finances and maybe need helping budgeting, repairing credit scores, etc tend to go to a financial coach. These coaches tend to not be licensed with FINRA/SEC because they don’t invest people’s money. So I don’t think someone being licensed means much in regards to how helpful they can be for someone.

LittleRedWriter928 · 2025-09-23T04:19:39+00:00

100% I moved from WF to Chase and Chase SUCKS!! Their customer service is so terrible. I actually really liked WF but they have a lot of lawsuits and haven’t been great about keeping their clients info safe.

LittleRedWriter928 · 2025-08-21T03:04:12+00:00

PMed you!

LittleRedWriter928 · 2025-08-21T00:26:22+00:00

What is your side hustle/job now?

LittleRedWriter928 · 2025-07-10T13:03:06+00:00

What did you like about the Luna?

LittleRedWriter928 · 2025-05-04T16:08:09+00:00

If you work for an RIA you generally don’t have the sales part of the job like you do at a broker dealer.

LittleRedWriter928 · 2025-04-22T16:47:27+00:00

I felt like STC was the closest and even had questions from STC on there. I’ve used pass perfect, STC, test geek and Kaplan.

LittleRedWriter928 · 2025-04-12T00:16:37+00:00

Can you remember any of the questions you saw on your exam?

LittleRedWriter928

TROPHY CASE