We’ve all heard the saying, “the customer is always right”, but are they? When it comes to financial planning, you are going to see an advisor to hear their guidance and wisdom. So, if there’s a disagreement, are you right or are they? That's what we'll talk about on today's show.
 
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-63-dont-assume-the-customer-is-always-right/ 
 
Watch the video podcast here: https://youtu.be/ZcCIc3MYb58 
 
What we discuss on this show: 






 

Would you have the same response with your doctor?

Is now the time to get out or in the market?

What happens when the client gets impatient or the market is down?

Are you aligned with your financial advisor

Ep 64: Finding the Right Advisor

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!