• What Financial Advisors Wish Every Investor Knew (Part 1)

  • Nov 7 2024
  • Length: 17 mins
  • Podcast

What Financial Advisors Wish Every Investor Knew (Part 1)

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  • Summary

  • Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    1:48 – Setting realistic financial goals

    6:37 – Long-term vs short-term planning

    8:26 – One-size-fits-all approach

    10:55 – More than investing

    Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome

    For more, visit us online: http://philstaxhacks.com

    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
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