Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Roth Accounts and Tax Buckets
Effects Of The Tax Reform & Email Questions
The Tax Train
The 5 Most Common “Pain Points” In Your Financial Life
The Roth Guy
Episode #14: Financial Overhaul
Episode #13: Little Missed Details
Episode #12: 50 Shades Of Gray Area
Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Episode #10: Risk Tolerance
Episode #9: What It's Like To Be A Client
Episode #8: Mailbag
Episode #7: You've Lost That Financial Feeling
Episode #6: Settle the Debate
Episode #5: The Complications Of An Early Retirement
Episode #4: Retirement Planning: More Than Just Investments
Episode #3: Unique Financial Planning Challenges
Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
Episode #1: Things You Can’t Control (And Things You Can)
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