Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll explain why a process is essential for building a plan that you know will cover every detail of your retirement.
Ep 15: How to Pick a College You Can Afford
Ep 14: How College Debt Can Ruin Your Retirement
Ep 13: The Dangers Of Only Saving To A 401(k)
Ep 12: Mortgage Planning in a Low Interest Rate Environment
Ep 11: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 10: Risk Tolerance
Ep 9: The Advisory Process - Protect Phase
Ep 8: The Advisory Process - Build Phase
Ep 7: The Advisory Process - The Design Phase
Ep 6: Challenge of Investing Outside of the Plan
Ep 4: What Are My Costs When Working With an Advisor?
Ep 3: What Type of Advisor is Best for Me and My Goals?
Ep 2: Do You Need an Advisor?
Ep 1: Get to Know Dan, Brent & the Podcast
Opportunity Riding On A Dangerous Wind
Is The Customer Always Right?
Your Financial Philosophy
Risks And Statistics
The Market Crash Hall Of Fame