Episode 104: Warning: Advisor "Red Flags" Ahead

from Our 2 Cents · host Our2centspodcast

Welcome back for another episode of the Our 2 Cents podcast!We're helping you spot "red flags" when interviewing potential financial advisors, or even when reviewing your current advisor. Then we're answering some very thoughtful listener questions today. Listen in now!Financial Advisor "Red Flags":Biases and the way advisors thinkNot getting what you need from who you likeToo much technical jargon, not enough valuable communicationOverconfident market predictionsAll upside, no downsideFamily tiesListener Questions:"According to Terry Savage, Suze Orman, and my tennis partner, I should be buying I Bonds. I've never done anything like this before. What do you think?" - John"I am curious how Savant is fairing during this Bear Market. Is their level of diversification standing up better than most?" - Tom

Episode metadata supplied by the publisher feed · Published Jun 23, 2022

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Episode 104: Warning: Advisor "Red Flags" Ahead

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This episode was published on June 23, 2022.

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