Discover the difference between an advisor who offers you a sales pitch and one who engages in a truly comprehensive planning process.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-71-sales-pitch-versus-planning/
All Eyes on Interest Rates This Month
Taxes, Life Insurance & Legal Documents
The 2024 Mid-Year Check-Up
The Sky is Not Falling
Discussing Investing with a Young Client
Steps to Take if You’re 5 to 10 Years From Retirement
Life Insurance Questions and Our New Location
The Market in Election Years
What Can We Expect in 2024?
Small Business Planning and the Purpose of Money
Putting Your Extra Cash to Work
What You Need to Know About 2024 Open Enrollment
What You Missed at Our Educational Event
Mid-Year Financial Check-Up – Items to Assess
What We’re Paying Attention to This Summer
Talking Finances With My 21-Year-Old Daughter
Bank Failures, Debt Ceiling And The Market
Paying Off Debt and Relocating
Traveling Tips and Picking a Bank
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
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