Plan Wise. Retire Free.
Episodes
Thursday Jan 17, 2019
Episode #10: Risk Tolerance
Thursday Jan 17, 2019
Thursday Jan 17, 2019
Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
Thursday Jan 03, 2019
Episode #9: What It's Like To Be A Client
Thursday Jan 03, 2019
Thursday Jan 03, 2019
We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.