You might not need to talk with your advisor very often, but there are definitely life events you should let them know about! Chad Roller is with me on this episode as we go over seven times you should reach out to your advisor to help you navigate some of life's complexities.
6 Keys to Financial Independence
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
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?
133: Resuming Your Student Loans
132: Give Yourself Some Credit
131: The Insurance Landscape is Changing
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