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?
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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.
Reasons Why You Shouldn’t Invest in a 401(k)
Bad Money Habits That Can Spoil The Retirement Party
What Weddings and Retirement Planning Have in Common
Breaking Down The Commentary After Recent Bank Collapses
How Age and Wisdom Impact Your Financial Planning
The Psychology of Investing In The Wake Of Historic Market Crashes
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
What’s Your Biggest Financial Fear?
Four Ways The SECURE Act 2.0 Might Impact You
Helpful Financial Checklist For 2023
2022 in Review
Naughty or Nice: Financial Advisors
Examining Your Own Investor Bias
Financial Things That Are Underrated
Financial Things That Are Overrated
Your Biggest Financial Assets
What We Can Learn from Seinfeld
Can’t Get No Satisfaction... Or Can You?
How Money Ads Catch Your Attention
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