• What Did You Expect

  • Aug 13 2014
  • Length: 57 mins
  • Podcast

What Did You Expect

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  • Summary

  • Do you have a financial advisor? What exactly do you expect that advisor to help you do? Relationships often go wrong because of unfulfilled expectations. If you've hired a financial advisor in expectation that they will help you pick the right investments or avoid the next big market decline, you are (probably) headed for disappointment. Wayne describes what you should reasonably expect your financial advisor to do and what are the two general types of investment professionals. All the newly minted high school grads are now headed off to college. It's a bitter-sweet time for their parents. The cash flow demands of writing the college check often makes the stress of family change even worse. Wayne will tell you how the financial aid system really works so you don't get snookered by advisors who convince you to buy some financial product in an effort to get a better aid package.
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