Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they face?
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What we discuss on this show:
0:38 - There’s been some recent market volatility.
2:04 - In the News: FedEx is hiring 70,000 workers for the holiday season.
4:35 - What kinds of professionals do financial advisors commonly see?
5:00 - Teachers have to find creative ways to save.
6:32 - Doctors make money, but do they plan well?
8:42 - Engineers need a lot of data.
10:54 - Entrepreneurs make up a large part of our economy.
14:56 - Government employees have good benefits.
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Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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