Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:43 - Webinar
2:08 - Main Topic: Against The Grain
4:11 - Appropriate Amount Of Risk
6:00 - Appropriate Use Of Life Insurance
8:09 - How To Handle Debt
9:27 - Paying Off The House
11:11 - Annuities
12:25 - Mutual Funds
14:13 - How Much Cash Should You Have?
16:17 - Mailbag: Carrie Asks If It’s Okay To Use Commissions For Her Retirement Savings
Financial Fact Or Fiction
Are You Flirtin’ With Disaster?
The Financial Dictionary
This Is Why You Never Assume
Biggest Client Concerns
Innovation Causing Disruption
Retirement Statistics Worth Understanding
Where All My Financial Knowledge Comes From
Understanding The Different Types Of Risk
End Of Year Planning Tasks
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
Eye Opening Stats Showing How Americans Save
This One’s On The House
Longevity Risk
Financial Issues Particularly Challenging For Women
Are Complicated Portfolios Necessary?
Are You Making These Classic Pre-Retiree Mistakes?
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