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 114: 22 Money Resolutions for 2022 Part 1
Ep 113: Mailbag – Retiring Early, Risk, and More
Ep 112: Retirement Late Bloomers
Ep 111: Dropping the Ball Financially
Ep 110: 4 Unreasonable Requests
Ep 109: Living the Dream
Ep 108: Overconfidence in Financial Planning
Ep 107: Tax Consequences – Pros and Cons
Ep 106: What is ”Risk Averse”?
Ep 105: Financial Mistakes Couples Make
Ep 104: Can You Put Off These Financial Decisions?
Ep 103: What Do You Need To Know About the Recent Tax Proposal?
Ep 102: 5 Ways to Mind the Gap
Ep 101: Red Flags in Your Financial Plan
Ep 100: How Age & Wisdom Effect Retirement
Ep 99: Breaking Down Economic News in Bits and Pieces
Ep 98: What Makes Phil Tick?
Ep 97: Why You Need Retirement Customization
Ep 96: The SECURE Act 2.0
Ep 95: Things That Don’t Matter…Until They Do
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