Ep. 27 Navigating Conflicts with Financial Advice Then Joined by Realtor Amy Patterson

Send us Fan MailMadison and Mike discuss the shift towards fee-based and fee-only financial advisors and its impact on reducing conflicts of interest and improving clarity for clients. They also explore the potential conflicts of interest related to social security claiming behaviors and the trend of carrying mortgages into retirement. Lastly, they clarify the difference between a fee-based and a fee-only advisor and emphasize the importance of understanding and managing conflicts of interest in financial decision-making. Then Amy Patterson, a realtor at Remax in Newtown discusses her role in the home selling process, recent trends in the real estate market, and the importance of home inspections. She also shares her advice for first-time home buyers, the significance of ongoing education and professional development, and personal stories of client successes. Lastly, Amy discusses her association with the Scholarship Foundation and her plans to reintroduce the Rick and Chris Block Memorial Scholarship.Link to article mentioned in the beginning of the episode: https://www.wsj.com/personal-finance/retirement/financial-adviser-conflicts-fees-money-bc235dc2Amy's website: https://amypatterson.remax.com/Contact Amy: https://amypatterson.remax.com/contact.phpAmy's Instagram: https://www.instagram.com/direct/t/105873184146145/