Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

0:43 - Webinar

2:08 - Main Topic: Against The Grain

4:11 - Appropriate Amount Of Risk

6:00 - Appropriate Use Of Life Insurance

8:09 - How To Handle Debt

9:27 - Paying Off The House

11:11 - Annuities

12:25 - Mutual Funds

14:13 - How Much Cash Should You Have?

16:17 - Mailbag: Carrie Asks If It’s Okay To Use Commissions For Her Retirement Savings