When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and your financial plan?
Read more and get additional resources here: https://wp.me/paIiUZ-fv
Today's show schedule:
0:42 - What’s open and what is still closed during the pandemic?
4:13 - A financial advisor’s job includes giving some pushback and feedback.
8:05 - You need to understand how each piece of your plan fits together.
9:41 - Know the difference between a good plan and gambling.
13:07 - When you work with an experienced professional, allow room to hear their advice.
14:41 - Carefully consider the details of various elements in your estate plan and insurance needs.
16:29 - You need to have long-term strategy instead of constant changes.
Mind The Gap
Just What The Doctor Ordered
The Right Fit For You
Music Lessons
Not Your Parents' Retirement
Mother Knows Best
Financial Codebreaking
The Market Crash Hall Of Fame
Flirting With Disaster
Nathan's Take On Taxes
Music Lessons
Your Financial Philosophy
Risks And Statistics
The Market Crash Hall Of Fame
Invest Like A Genius
401(k) FAQs
Financial Commandments
Hindsight Is 20/20
Stock Market Update: Pullbacks, Obsolete Strategies, and The Olympics
Don't Ruin Your Retirement
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast