Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
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Ep 64: How Procrastination Dooms Your Financial Future
Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market
Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?
Ep 61: Why Retirement Planning Ain’t What It Used To Be
Ep 60: Do You Concur? Picking Sides In Important Financial Debates
Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care
Ep 58: What to Do as You Count Down the Days to Retirement
Ep 57: Reasons You Should Get Life Insurance
Ep 56: The Most Important Birthdays In Retirement Planning
Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs
Ep 54: Murky Issues That Make Retirement Planning Harder
Ep 53: Who Even Needs A Financial Advisor?
Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?
Ep 51: How Children Become Part of the Retirement Discussion
Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone
Ep 49: 5 Signs You’re In Good Financial Health
Ep 48: 22 Money Resolutions for 2022
Ep 47: Mailbag: Pension Options
Ep 46: Unreasonable Requests
Ep 45: Tax Consequences - Pros & Cons of Various Account Type
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