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.
Inheritance 101: Everything You Need to Know
How Often Does a Financial Advisor Answer These Questions?
Understanding The SECURE Act
5 Biggest Storylines of 2020: Will They Matter Financially?
New Year Financial Checklist for 2020
Are You Sabotaging Your Own Retirement With These Mistakes?
Catching Up As A Late Bloomer In Retirement
Critical Estate Planning Mistakes You Need to Avoid
Turkey Day Special with Listener Questions
What Mistakes Do Bad Investors Make?
Welcome to Retirement, Now Don’t Screw It Up
The Final Decade Before Retirement
Trying To Find The Exception To The Rule When Investing
Retirement Planning and Halloween
Scary Facts About Retirement
Halloween Spending and Retirement
4 Types of Spenders
Planning The Ultimate Road Trip: Your Retirement
Reading Between the Lines Of Financial Fake News
Decision-Making Roadblocks in Financial Planning
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