The Financial Answer
Nathan O' Bryant
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How Often Does a Financial Advisor Answer These Questions?
17 minutes
Posted Feb 6, 2020 at 9:00 am.
In the News: Former Wells Fargo CEO John Stumpf to pay millions in fines.
How we respond to the market recently taking a bit of a dip, in part with the Coronavirus.
How often do people ask, “Can I retire tomorrow?”
How often do clients go against the advisor’s advice?
It’s good to challenge advisors to understand the reasons for their financial advice.
How often does a client cry?
How often does a client say they need a million dollars before retiring?
Mailbag: Should I sell my rental properties to pay off debt?
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Show notes
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
Show notes and additional resources: https://wp.me/paIiUZ-ek
Today's rundown:
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Understanding The SECURE Act
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Inheritance 101: Everything You Need to Know
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