Connecting the Dollars by Propel Financial Advisors
Business:Investing
This week, fellow advisor Danielle Woods joins the podcast. Danielle draws on her 26 years of experience as a financial advisor to discuss the five most common issues she sees clients struggle with. They are:
1. Focusing on an isolated issue rather than the whole picture.
2. Balancing paying off debt vs savings
3. Being proactive and speaking with your advisor before taking action
4. Preparing for death (legally and financially speaking)
5. Working on their budget
Additional resources:
During our discussion Danielle referenced a webinar that we hosted that goes through the elements of estate planning.
Navigating the Dark Cloud: Planning Before and After a Loved One's Death
More Episodes
Debt: You can Dig Yourself Out of that Hole
2022-09-29
13
2022-09-29
13
Midyear Market Analysis with the Propel Team
2022-07-18
14
2022-07-18
14
It’s a Bonds Bonanza!
2022-07-13
15
2022-07-13
15
Rising Inflation Rates: What goes up must come down?
2022-04-28
15
2022-04-28
15
Join us for an Earth Day webinar on 4/27/22
2022-04-22
20
2022-04-22
20
Homebuying as an Investment: Pros & Cons
2022-03-30
10
2022-03-30
10
Why We Discourage Crypto Speculation
2022-02-03
16
2022-02-03
16
A Proven Strategy for Reaching Your Financial Goals
2022-01-19
15
2022-01-19
15
Your 2021 Year End Financial & Tax Planning Checklist
2021-12-07
15
2021-12-07
15
Money Saving Strategies
2021-11-05
13
2021-11-05
13
Get this podcast on your
phone, FREE
