EPISODE · Oct 13, 2022 · 25 MIN
How often should you talk about risk with your advisor?
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Chris Vaughn
Send us Fan MailThis week on The Money Puzzle Podcast Brian Ramsey and Aaron McAndrew talk all about risk management. This is something that we have a dedicated meeting for every single year and the reason we do is that we often find when we have conversations with prospective clients that come in and we ask, how often have you had a conversation around risk? And they say, hardly ever. Risk is a big part of your portfolio and needs to be updated just like your portfolio. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Listen : https://fwppartners.com/podcast/Watch : https://fwppartners.com/money-puzzle-podcast-how-often-should-you-talk-about-risk-with-your-advisor/Schedule a Call : https://fwppartners.com/schedule-a-meeting/ Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
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Send us Fan Mail This week on The Money Puzzle Podcast Brian Ramsey and Aaron McAndrew talk all about risk management. This is something that we have a dedicated meeting for every single year and the reason we do is that we often find when we have conversations with prospective clients that come in and we ask, how often have you had a conversation around risk? And they say, hardly ever. Risk is a big part of your portfolio and needs to be updated just like your portfolio. Watch t...
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How often should you talk about risk with your advisor?
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