Most financial advisors don’t integrate your entire retirement plan. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning.
But most financial advisors don’t cover all these different plans.
Why?
The barrier to entry as a financial advisor is low, so many aren’t worth their salt. But some advisors are more insidious — they serve their business before your retirement plan.
In this episode, you’ll discover 3 ways to choose a financial advisor that will work for your interests instead of theirs. And why integrated all these plans best protects (and grows) your wealth during retirement.
Listen now.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
3 Things EVERY Portfolio Should Have
Is Now The RIGHT TIME To Invest?
How To Deal With Financial UNCERTAINTY
Why YOU Need a Financial ADVISOR
Why PLANNING is so Important
A Tale as Old as Time... Timeless Investing Strategies
Fighting Fear in Investing
How You Know Its Time To Retire
Perspective - Ukraine/Russia Conflict
5 Questions Around Money Everyone Should Know
Russia. Inflation. Interest Rates - Managing Risk in 2022
Looking Ahead in 2022 - OCM Playbook
What's Your Why? Understanding Your Money
Inflation Insulation: How to Protect Investments from Inflation
Johnny Paycheck and Wage Growth: Why It Matters For Your Portfolio
The 6 Sins of Money and Investing
Taking Perspective
Probabilities of Success
How Much is Enough?
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