Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations.
Show Notes:0:48 - Story Time: Tax Planning
3:48 - It's Good To Have Awkward Conversations
4:30 - Conversation #1: Death Of A Spouse
6:11 - Conversation #2: Nursing Home Care
8:50 - Conversation #3: Working Longer Than Expected
12:01 - Conversation #4: Legacy Planning
15:21 - Mailbag Question from Kevin: "My employer plans to stop matching 401k contributions..."
18:02 - Mailbag Question from Annie: "Most of my 401k is invested in company stock..."
Making Bad Financial Assumptions
Risky, But Popular, Investments
Counterintuitive Pieces Of Financial Guidance
The Important Things You Should Know About 401(k) Rollovers
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
The Silent Killer (of Retirement): Inflation
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