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Questions Your Advisor Should Be Asking You
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Contenido proporcionado por Brad Barrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brad Barrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
People are behavioral beings and many times we bring our behaviors into our financial life, which could hurt us in the long run, causing us to make wealth destroying decisions.
Today, Brad reveals 6 questions your advisor should be asking you, encouraging us all to have open dialogue with those helping us with our finances so we can protect what we have worked so hard for.
Listen now.
Show Highlights Include:
- Our Brains Have What? (1:54)
- What Do You Have And Why Do You Have It? (6:01)
- Our Objectives Change Over Time. (8:20)
- Budgeting Is For Fools. (12:08)
- The First Step Is Taking Action. (15:21)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
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