Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
Ep 84: How High Inflation is Affecting Interest Rates
Ep 83: Investment Vehicles
Ep 82: The Four F’s of Goal Setting
Ep 81: Things To Do Before 2022 (Financial Resolutions Part 2)
Ep 80: Financial Resolutions 2022: Part 1
EP 79: How to Have ”The Talk” About End-of-Life Decisions
Ep 78: Don‘t Panic! (Omicron and Your Money)
Ep 77: The Smarter Way to Give
Ep 76: What To Do When Interest Rates Rise
Ep 75: And... It‘s Gone
Ep 74: Stocks, ETFs, and Mutual Funds
Ep 73: All About Medicare
Ep 72: Wild Wild West
Ep 71: World Reserve Currency
Ep 70: The Federal Reserve and Bonds
Ep 69: How AI is Changing the Game with Wayne Ferbert
Ep 68: What Does the Bible Say About Money?
Ep 67: COVID-19‘s Impact on the Travel Industry
Ep 66: Robo Advisors
Ep 65: Roth Conversions
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