EPISODE · Sep 18, 2025 · 29 MIN
Questions You Should Be Asking Yourself Regarding Finances.
from Purpose Driven Finances · host Servus Capital Management | Allan Malina | Financial Advisor
❓ The Big Questions You Should Be Asking | Purpose Driven Finances Description: 📅 Aired February 15, 2025 Over the past five weeks, we’ve been walking through the top questions every prospective client asks — from Fiduciary responsibility to Fee-Only advice, Account Monitoring, and Financial Planning. Each week, we’ve provided a free resource on the Servus Capital Management blog to help guide you further. This week, we shift from advisor-driven questions to the questions you should be asking yourself. We begin with a portfolio check-in: Gold and silver have been on a tear, though Friday brought some setbacks 🪙The U.S. dollar is breaking down, with notable correlations:• Gold: -0.65• S&P 500: -0.84• Commodities: -0.60The outlook for the next two months: a mix of opportunity and weakness depending on where you’re invested 📉📈 Then we ask the tough but important questions in financial planning: How much should I safely spend from my assets in retirement?Should I pursue divorce, or work on my marriage from a financial perspective? 💔❤️How much life insurance coverage do I really need?Is long-term care (LTC) insurance important for me and my family? These are the real-life questions that shape not just your portfolio, but your future security and peace of mind. 📞 Call Allan at 434-316-0246 🌐 Visit: www.servuscm.com
Embed this episode
Ready to play
Questions You Should Be Asking Yourself Regarding Finances.
No transcript for this episode yet
Similar Episodes
No similar episodes found.