EPISODE · Aug 15, 2019 · 16 MIN
Why Are You Making Excuses For Sticking With The Wrong Advisor?
from Financial Choices Matter · host Charles Scott
Very often, we find that people wil stick with a broker or financial advisor who's doing a less than stellar job, and there's usually a handful of reasons why. Charles will poke some holes in those excuses, and give you a healthier picture of what your financial advisor should be doing for you if he or she is truly a good fit. We'll also take a look at some recent news items related to the student loan debt crisis. Show Notes: 1:45 - In The News: Proposed solutions to student loan debt crisis 5:41 - Why Are You Making Excuses For Sticking With The Wrong Advisor? 7:42 - Common Excuses: "I get confused when there's a meeting." 11:16 - Mailbag Question from Alex: Should I take risk off the table with my 401(k)?
What this episode covers
Very often, we find that people wil stick with a broker or financial advisor who's doing a less than stellar job, and there's usually a handful of reasons why. Charles will poke some holes in those excuses, and give you a healthier picture of what your financial advisor should be doing for you if he or she is truly a good fit. We'll also take a look at some recent news items related to the student loan debt crisis. Show Notes: 1:45 - In The News: Proposed solutions to student loan debt crisis 5:41 - Why Are You Making Excuses For Sticking With The Wrong Advisor? 7:42 - Common Excuses: "I get confused when there's a meeting." 11:16 - Mailbag Question from Alex: Should I take risk off the table with my 401(k)?
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Why Are You Making Excuses For Sticking With The Wrong Advisor?
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