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?
Reading Between the Lines Of Financial Fake News
Decision-Making Roadblocks in Financial Planning
Discussing the Laws of Investing, Part 3
Discussing the Laws Of Investing, Part 2
Discussing the Laws Of Investing, Part 1
Understanding The SECURE Act, Part 3
How to Handle Stock Market Declines
Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
What Does Financial Security Look Like For You?
Crazy Financial Facts From The Past And What They Mean Today
Does it Benefit You to Have Multiple Financial Advisors
Understanding The SECURE Act, Part 2
Understanding The SECURE Act, Part 1
Presidential Financial Planning
Stuff That Doesn’t Work
Never Assume In Retirement Planning
Traveling Through the Retirement Airport
Different Ways You Might Respond To A Down Market
Understanding The 4 Percent Rule
Vacation Planning And Retirement
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