When someone comes in for their first meeting with an advisor, there are often many questions on their mind. In this episode, we're going over the top 5 most-asked questions we've heard over the years.
The Cow Story (Dollar-Cost Averaging Explained)
MoneyWorks
MoneyGuide
Disclosure:
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
153: Ask Me Anything III
152: Dollar Cost Averaging vs. Lump Sum Investing
151: Start Thinking About Retirement When You're Young!
150: Step Away from TikTok Advice
149: Seeking: Financial Advisor
148: Under My Umbrella
147: Auto Insurance - Full Coverage is a Myth
146: Tales from the Insurance Broker's Crypt
145: Ask Me Anything (Again)
144: When NOT to Do Your Own Taxes
143: Three Mortgage Blind Spots
142: 7 Times to Contact Your Financial Advisor
141: Worst Financial Advice EVER
140: Creating a Crisis?!
139: How Bonuses Impact Your 401(k)
138: Calculate the Cost - Mortgage Essentials
137: Efficiency - Ally and Enemy
136: Understanding Secure Act 2.0
135: Financial Wellness is Self-Care
134: What’s the Hold Up?
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