You might not need to talk with your advisor very often, but there are definitely life events you should let them know about! Chad Roller is with me on this episode as we go over seven times you should reach out to your advisor to help you navigate some of life's complexities.
6 Keys to Financial Independence
3 Money Do’s and Money Don’ts
Savings Vehicles and How to Utilize Them to Help You Save
How To Know Which Investment Is Right For You
Decoding Health Insurance
Pay Yourself First
6 Questions to Ask When Looking For a Financial Advisor
Get Rich Slow
Start/Stop/Continue
More Than a Resolution
Best of 2022: Roth vs. Traditional
Does Your Child Need a Debit Card?
Explained: Cost of Living
No Shame in the Finance Game
3 Reasons to Keep Your Money Out of Cash Apps
How to Calculate Your Home Equity
The Cost of Buying the Bear
Rules of Engagement
Know Your (Net) Worth
Three Ways to Treat Yourself & Still be Financially Smart
Social Media’s Impact on Your Wallet
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