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.
Discussing the Laws of Investing, Part 3
Discussing the Laws Of Investing, Part 2
Discussing the Laws Of Investing, Part 1
Understanding The SECURE Act, Part 3
How to Handle Stock Market Declines
Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
What Does Financial Security Look Like For You?
Crazy Financial Facts From The Past And What They Mean Today
Does it Benefit You to Have Multiple Financial Advisors
Understanding The SECURE Act, Part 2
Understanding The SECURE Act, Part 1
Presidential Financial Planning
Stuff That Doesn’t Work
Never Assume In Retirement Planning
Traveling Through the Retirement Airport
Different Ways You Might Respond To A Down Market
Understanding The 4 Percent Rule
Vacation Planning And Retirement
Lessons From Fly Fishing
Financial Planning and Future Generations
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