Retirement Elevated Podcast with Sean Lee
Business:Investing
Picking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients.
Check out the full show notes for this episode by clicking here. ----more----
Today's rundown:
1:18 – Introducing today’s topic
2:15 – Excuse 1: “My portfolio hasn’t been great but my advisor has become a close friend.”
4:02 – Excuse 2: “I don’t always understand everything in my portfolio but money isn’t really my thing.”
5:31 – Excuse 3: “We don’t get together often for reviews and my calls don’t get returned. I know they’re probably busy and they’ve been taking care of my parents for years so I know they have my best interests in mind.”
7:55 – Excuse 4: “They don’t specialize in retirement planning but I’ve been with them for so long so I’ll stick with them.”
100th Episode Special with a Surprise Guest
The Desire to Retire
When the Grass Looks Greener with Another Advisor
Things to Be Thankful For
3 Biggest Financial Assets
Understanding Media Bias
Don’t Screw It Up
What Popular Fables Reveal About Our Personal Finances
Let’s Play Financial Jeopardy
The Ten Years Before Retirement
Navigating These Decision-Making Roadblocks
Stuff Dads Say and Do
Doing Research Before Financial Decisions
Retirement Pain Points
Asking the Wrong Questions
Planning During High Anxiety Times
Hidden Expenses
ALERT: Special Market Update
The Financial Planning Process
The Things You Can Control (And The Things You Can’t)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast