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
Why Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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