Ep 24: Lies You Might Hear from a Financial Professional
The Setup: A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but...Ep 11: Awkward Conversations With Your Financial Advisor – Part 2
The Setup: No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial...Ep 5: Shifting from Stocks to Bonds Removes the Volatility – Busting Financial Myths, Part 5
The Setup: Today we wrap up the five-part series on Busting the Biggest Financial Myths with a conversation on stocks and bonds. There’s a common belief that shifting to bonds removes all the volatility out of your portfolio, but that not a certainty. To help us...
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