When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?
Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/
Today's show schedule:
1:42 - “I think I can time the market.”
3:19 - “I know what I want to invest in, just pick the funds for me.”
5:04 - “I don’t need to spend the money on life insurance or long-term care.”
6:35 - “The fees are too high!”
8:23 - “My accounts are down right now, this isn’t working.”
Ep 11: If Only You Had Hindsight
Ep 9: Avoiding Financial Lies and Mistruths
Ep 8: How Do We Create Predictable Income?
Ep 7: Social Distancing for Your Money
Ep 6: Market Crash Hall of Fame
Ep 5: What’s Your Level of Desire to Retire?
Ep 4: How Bias Affects Your Investing Decisions
Ep 3: How Emotions Impact Financial Decision-Making
Ep 2: Inheritances 101 – What You Need to Know
Ep 1: Welcome To The New 'Her Wealth Matters' Podcast
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