Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations.
Show Notes:0:48 - Story Time: Tax Planning
3:48 - It's Good To Have Awkward Conversations
4:30 - Conversation #1: Death Of A Spouse
6:11 - Conversation #2: Nursing Home Care
8:50 - Conversation #3: Working Longer Than Expected
12:01 - Conversation #4: Legacy Planning
15:21 - Mailbag Question from Kevin: "My employer plans to stop matching 401k contributions..."
18:02 - Mailbag Question from Annie: "Most of my 401k is invested in company stock..."
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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