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
Do I Have to Put 20% Down on a House?
Common Q’s for Beginner Investors
Funding Your Priorities
3 Things to Know Before Starting Your Side Hustle
What Your Financial Advisor Isn’t Talking About
3 Obstacles Getting in the Way of Your Financial Independence
Cutting Back on Emotional Spending
Tinder Swindler
Charitable Donations & How They Impact Your Taxes
How to Do Your Taxes
Dollar Cost Averaging
Three Questions to Ask Your Advisor
Life Insurance: Fact vs Fiction
Understanding Your Employer Plan
Roth vs. Traditional
Don’t Gamble with Your Financial Future
Budget-Friendly Ways to do Valentines
Do You Get Paid for Inflation?
The Importance of Investing Early
Three Financial Goals You Can Set NOW for 2022
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