Business:Investing
We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.
More Episodes
Ep 67: COVID-19‘s Impact on the Travel Industry
2021-09-09
103
2021-09-09
103
Ep 66: Robo Advisors
2021-09-02
96
2021-09-02
96
Ep 65: Roth Conversions
2021-08-26
103
2021-08-26
103
Ep 64: Long Term Care & How to Plan For It
2021-08-19
114
2021-08-19
114
Ep 63: Social Security
2021-08-12
139
2021-08-12
139
Ep 61: Pros and Cons of a 401(k) Rollover
2021-07-29
128
2021-07-29
128
Ep 60: Phishing (not Fishing)
2021-07-22
112
2021-07-22
112
Ep 59: Faith and Finance with Dr. Nick Floyd
2021-07-15
131
2021-07-15
131
Ep 55: From Flying to Finance with David Lee
2021-06-17
127
2021-06-17
127
Alternative Investment Options
2021-06-03
101
2021-06-03
101
Where to Stash Cash
2021-05-27
119
2021-05-27
119
Inflation and How to Handle It
2021-05-22
80
2021-05-22
80
Capital Gains Tax, Stepped-Up Basis & More.
2021-05-20
80
2021-05-20
80
The Non-Financial Aspects of Retirement
2021-05-13
93
2021-05-13
93
5 Different Types of Investing Risks - Part 2
2021-05-06
84
2021-05-06
84
Get this podcast on your
phone, FREE
