When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and your financial plan?
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Today's show schedule:
0:42 - What’s open and what is still closed during the pandemic?
4:13 - A financial advisor’s job includes giving some pushback and feedback.
8:05 - You need to understand how each piece of your plan fits together.
9:41 - Know the difference between a good plan and gambling.
13:07 - When you work with an experienced professional, allow room to hear their advice.
14:41 - Carefully consider the details of various elements in your estate plan and insurance needs.
16:29 - You need to have long-term strategy instead of constant changes.
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
Retirement Questions That Every Generation Is Asking, Part 1
How Is Technology Redefining Retirement Planning?
Is Retirement Planning Harder Than It Used to Be? Part 2
Is Retirement Planning Harder Than It Used to Be? Part 1
The Power of Delayed Gratification
Inheritance FAQ
Financial Stocking Stuffers
Financial Planning with Classic Christmas Songs
How To Successfully Climb The Retirement Mountain
The Financial Cereal Bowl
How to Avoid Money Mistakes You’ll Regret
Retirement Planning’s “Hidden” Questions
Discussing Dave Ramsey’s Advice
The Future of Retirement in America
Bashing the Roth?
Financial Lessons From Ron Swanson
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Reasons Why You Shouldn’t Invest in a 401(k)
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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