A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
Ep 60: Do You Concur? Picking Sides In Important Financial Debates
Ep 59: Mailbag - True Diversification, Inherited Home, and Long Term Care
Ep 58: What to Do as You Count Down the Days to Retirement
Ep 57: Reasons You Should Get Life Insurance
Ep 56: The Most Important Birthdays In Retirement Planning
Ep 55: Home Run Retirement Planning - How Baseball Principles Also Score Financial Runs
Ep 54: Murky Issues That Make Retirement Planning Harder
Ep 53: Who Even Needs A Financial Advisor?
Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?
Ep 51: How Children Become Part of the Retirement Discussion
Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone
Ep 49: 5 Signs You’re In Good Financial Health
Ep 48: 22 Money Resolutions for 2022
Ep 47: Mailbag: Pension Options
Ep 46: Unreasonable Requests
Ep 45: Tax Consequences - Pros & Cons of Various Account Type
Ep 44: How Overconfidence Can Lead To Financial Ruin
Ep 43: Financial Mistakes Couples Often Make
Ep 42: Mind The Gap
Ep 41: Mailbag! Answering Your Financial Questions
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