How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
Show notes and additional resources: https://wp.me/paIiUZ-ek
Today's rundown:
2:25 - In the News: Former Wells Fargo CEO John Stumpf to pay millions in fines.
3:38 - How we respond to the market recently taking a bit of a dip, in part with the Coronavirus.
5:16 - How often do people ask, “Can I retire tomorrow?”
6:20 - How often do clients go against the advisor’s advice?
9:16 - It’s good to challenge advisors to understand the reasons for their financial advice.
9:49 - How often does a client cry?
11:23 - How often does a client say they need a million dollars before retiring?
13:48 - Mailbag: Should I sell my rental properties to pay off debt?
Dealing with Stress in Retirement
Financial Truths and Lies
Retirement Income Planning Essentials
Avoiding Financial Temptations
Investing Like a Genius
5 Questions You Didn’t Know To Ask
What Kind of Retirement Are You Living For?
5 Things You Must Know About Decumulation To Retire Successfully
Retirement Blind Spots
SECURE Act 2.0
Are You Avoiding These 401K Mistakes?
Understanding Your Financial Statements
Reading the Financial Fine Print
Baseball and Retirement Planning
Avoiding Financial Mistakes During A Divorce
Unhealthy Foods and Financial Health
Financial Lessons Learned from Calvin and Hobbes
Last Ten Working Years Before Retirement
What You Should Know About Biden’s Executive Orders
Understanding Values-Based Planning
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