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?
End Of Year To-Do List
The Retirement Checklist
Stock Market Update: October Slump
Financial Therapy
Robo-Advisors
Score A Touchdown In Retirement
Unhealthy Financial Foods
Irreversible Decisions
The Financial Hurricane
Between Jobs
Retirement Planning: It Ain't What It Used To Be
Agree Or Disagree?
Don't Get In Your Own Way
Unhealthy Financial Foods
It's Anyone's Guess
Unanswerable Questions
Fill In The Blanks
What Is A Fiduciary?
Better Late Than Never
Unreasonable Requests
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