Financial Choices Matter
Episodes
Thursday Nov 15, 2018
Real Financial Advising Is Solving Problems
Thursday Nov 15, 2018
Thursday Nov 15, 2018
Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
Thursday Nov 01, 2018
Settle The Debate - Right Or Wrong
Thursday Nov 01, 2018
Thursday Nov 01, 2018
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.