Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side.
In this episode, we will discuss some possible scenarios, like business changes, mistakes made, and more. Let’s see how these scenarios could impact your decision-making and why you may not want to jump ship too quickly.
Join us on today’s episode as we break down these major topics:
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Ep 54: Do You Need a Trust?
Ep 53: This One is On The House
Ep 52: Are These Financial Rules Legit?
Ep 51: Simple Mistakes That Could Ruin Retirement
Ep 50: The Financial Risks to Living Longer
Ep 49: Building Your Financial House
Ep 48: Financial Planning Following the Loss of a Spouse
Ep 47: Classic Pre-Retiree Mistakes to Avoid
Ep 46: Survival Guide - Preparing for the Next Market Crash
Ep 45: Investing Like a Genius
Ep 44: Do You Say One Thing Then Do Another?
Ep 43: 4 Financial Pre-Retirement Milestones
Ep 42: Traditional IRA vs. Roth IRA
Ep 41: Should You Follow Dave Ramsey’s Advice?
Ep 40: Critical Retirement Planning Mistakes
Ep 39: Financial Terms You Should Know During A Pandemic
Ep 38: Playing the Financial Crossword Puzzle
Ep 37: Best Intentions But Bad Advice?
Ep 36: Financial Truths You Can Depend On
Ep 35: Should You Take Money Out of Retirement Accounts While It's Penalty-Free?
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