Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:37 - Main Topic: Who Even Needs A Financial Advisor?
2:15 - You’re A Procrastinator
4:31 - You Have No Idea What To Do
7:07 - You Want To Enjoy Retirement
9:33 - Mailbag: Vicky Asks If She Should Split Her Retirement Assets
13:03 - Charles Is Now A Certified Dementia Practitioner
Cracking Open The Financial Dictionary
Traditional IRA Vs. Roth IRA
How To Avoid Critical Retirement Planning Mistakes
Are You Paying Attention To Your Biggest Assets?
Life Events That Spark Major Changes
Coronavirus Update
Financial Truths
What's Bugging Charles?
Who Really Pays Income Taxes?
The SECURE Act Passed - Now What?
The Ins And Outs Of Mutual Funds
Your Financial Advisor Must Have These Traits
Top 5 Social Security Misunderstandings
Avoiding Critical Estate Planning Mistakes
It’s Good To Have Awkward Conversations
Retirement Constants That Affect Everyone
What Flying Teaches Us About Retirement
Even Responsible Savers Make Mistakes
Busting The Biggest Financial Myths
Why Are You Making Excuses For Sticking With The Wrong Advisor?
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