Unlocking Your Financial Future
Business:Investing
No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.
Show Notes: https://www.baschrock-fg.com/podcast/ep-11-awkward-conversations-with-your-financial-advisor-part-2/
Today's Rundown:
0:38 – Here’s what we’re talking about in part two of our series.
1:28 – Thanksgiving traditions for Ben and his family.
3:00 – Awkward conversation: Do your children understand your estate and legacy plan?
5:06 – The cleanest way to pass on your estate is by working with an attorney.
5:47 – Awkward conversation: Do we need to keep working longer than we’d planned?
7:35 – Sometimes that conversation turns out to be great for the client.
8:25 – Awkward conversation: Separating from an advisor that isn’t a great fit for you.
9:40 – How often do you speak/communicate with your clients?
Updates From The Annual Social Security Trustees Report (Part 2)
Updates From The Annual Social Security Trustees Report (Part 1)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)
2023 Wrap Up: Market Predictions for 2024 (Part 2)
2023 Wrap Up: End of Year Market Update (Part 1)
Financial Planning for 2024: Retiring in the New Year (Part 2)
End of Year Financial Planning Strategies For 2023 (Part 1)
Roth IRAs and Conversions Explained (Part 2)
Roth IRAs and Conversions Explained (Part 1)
Celebrating a Decade of Marriage and 11 Years In Business
Your TD Ameritrade – Charles Schwab Transition Questions Answered
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
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