Visiting the Financial Doctor

2020-09-24

We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast! Read more and get additional financial resources here: http://petersonfg.com/visiting-the-financial-doctor/ What we discuss on this show: 0:50 - What lessons can you learn from a visit to the doctor? 1:04 - It’s important to get a checkup, especially as you’re aging. 2:44 - Are you trying to deal with it yourself or getting a prescription for help?

We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast!

Read more and get additional financial resources here: http://petersonfg.com/visiting-the-financial-doctor/

What we discuss on this show:

0:50 - What lessons can you learn from a visit to the doctor?

1:04 - It’s important to get a checkup, especially as you’re aging.

2:44 - Are you trying to deal with it yourself or getting a prescription for help?

5:20 - Different doctors have different specialties.

7:42 - Make sure you have the right fit for you.

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