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?
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Unlikely Wisdom When It Comes to Your Finances
How to Manage the Stress of Retirement
Five Things That Could Ruin Your Retirement Savings
Lazy Money
Questions You Should Be Asking Part 02
Questions You Should Be Asking Part 01
Financial Therapy
Retirement: It Ain't What It Used To Be
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Bouncing Back
New Year's Resolutions
Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
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