• What Financial Advisors With Every Investor Knew (Part 2)

  • Nov 21 2024
  • Length: 20 mins
  • Podcast

What Financial Advisors With Every Investor Knew (Part 2)

  • Summary

  • Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most people don’t have a great grasp on.

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

    0:00 – Intro

    2:10 – Financial decisions are emotional

    6:03 – The true significance of diversification

    9:17 – Having an advisor is for everyone

    13:48 – The importance of updates and reviews

    16:53 – Work with the right person for the right time

    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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