Financial advisors hear a lot of crazy things when it comes to managing money. But do you want to know what they never hear? Have you said any of these things to your advisor?
Show Notes and Additional Resources: https://coveryourassetskc.com/ep-53-things-nobody-says-to-their-financial-advisor/
Today's Rundown:
0:56 - “I regret putting money into my Roth IRA.”
1:45 - What are the key benefits of having a Roth IRA?
2:49 - “I should have spent more and saved less over the years.”
4:14 - “Getting a life insurance payout was insulting.”
5:49 - “It makes me feel patriotic to pay more taxes than I have to.”
6:58 - “I love the market corrections, 2008 was my favorite year of all time!”
Version: 20240731
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.