Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:43 - Webinar
2:08 - Main Topic: Against The Grain
4:11 - Appropriate Amount Of Risk
6:00 - Appropriate Use Of Life Insurance
8:09 - How To Handle Debt
9:27 - Paying Off The House
11:11 - Annuities
12:25 - Mutual Funds
14:13 - How Much Cash Should You Have?
16:17 - Mailbag: Carrie Asks If It’s Okay To Use Commissions For Her Retirement Savings
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
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast