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?
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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