Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:15 - Main Topic: Fill In The Blank
1:30 - The Best Way To Be Sure You Don’t Run Out Of Money?
2:49 - The Stock Market Has The Ability To?
4:36 - First Time Clients Are Mostly Worried About?
6:15 - Most Common Mistake?
8:28 - The Most Gratifying Part Of The Job?
11:09 - Mailbag: Cliff Asks How Much Company Stock Is Too Much
13:12 - Mailbag: Rebecca Asks How To Stay Motivated When Saving For Retirement
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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
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