Ep 67: Things That Drive Your Financial Advisor Crazy

Share:

Listens: 0

Retirement Reality Podcast

Business


On today’s episode, we’re talking about things that drive your financial advisor crazy about the financial world.    Read more and get additional financial resources here: https://principalpreservationservices.com/retirement-reality-podcast/  What we discuss on this episode: 1:21 – Coronavirus vaccine3:10 – Hidden fees5:08 – Advisors who put their own goals ahead of their clients7:00 – Cookie cutter (one-size-fits-all) sales pitches9:15 – Big companies who push products11:12 – Buzzwords and jargon that don’t mean anything to the average person13:25 – Financial plans that consist of dozens of pages that no one can understand16:48 – Mailbag: Should we refinance our house?