Wealthy Habits Podcast
171 episodes - English - Latest episode: 4 months ago -Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.
Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.
As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.
Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.
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Episodes
Poetic Planning: Haikus To Guide Couples Through Retirement
December 28, 2023 10:00 - 22 minutes - 21.6 MBSpouses plan as one. Retirement paths may blur. Clear the way, find peace… Yes, that’s a haiku. In today’s episode, we’re going to help couples get on the same page in their retirement plans with the serenity of poetry. Each haiku contains helpful bits of financial wisdom that will address some of the common ways couples mess up their retirement futures. Dave and Drue will decipher each haiku and explain the nuggets of wisdom that you can pull from each one. Here’s some of what we di...
Patience Pays: The Power of Delayed Gratification
December 21, 2023 10:00 - 31 minutes - 30.5 MBSometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future, but that’s a core principle in retirement planning. Many of the decisions you make during the planning process and the strategies you implement are done to put you in a better position when retirement rolls around. Today we'll talk about some of the situations shwere you might be inclined to take the immediate benefit, when you should really consider the delayed rewards. ...
Why Are Interest Rates Up?
December 14, 2023 10:00 - 23 minutes - 22.8 MBIn this episode, we want to provide an overview of interest rates for those who aren’t quite sure why they move the way they do. It’s a question we get a lot from people, especially with inflation up and interest rates more than doubling over the course of a year. Dave and Drue will explain the Fed’s actions and help you better understand how investing strategies change in a high interest rate environment. Here’s some of what we discuss in this episode: Why the Fed has adjusted the ra...
Money Mistakes You'll Regret and How to Avoid Them
December 07, 2023 10:00 - 29 minutes - 28.1 MB“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Stay tuned as Dave and Drue warn against retiring too early without a proper plan, overpaying for your children’s college tuition, overspending in your...
Retirement Planning’s “Hidden” Questions
November 21, 2023 10:00 - 24 minutes - 24.1 MBThe retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement. How much are your tax deferred savings going to cost you in taxes in retirement? How does where you live or plan to live impact your ret...
Mailbag: 529 Plans, Finances after Remarriage, Advisor Fees & More
November 16, 2023 10:00 - 28 minutes - 27 MBWe’ve got a mailbag edition of the podcast for you today! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them in this episode. We cover a wide variety of topics, ranging from 529 plans to advisor fee structures, so stick around to see what you can learn. Rosemary asks how much is too much to spend on a forever home. Valerie asks Dave and Drue for their thoughts on combining finances after getting remarried. Stay tuned as we explore potentia...
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
November 09, 2023 10:00 - 25 minutes - 24.4 MBLosing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for ...
Are There Universal Retirement Truths?
November 02, 2023 09:00 - 28 minutes - 27.5 MBRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Listen in as Dave and Drue discuss some critical topics, such as the impact of trying to time the stock market, the importance of diver...
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
October 26, 2023 09:00 - 24 minutes - 23.5 MBAre you over 55 and pondering retirement? Join us as we delve into the realm of Required Minimum Distributions (RMDs). Unfortunately, RMDs can be a tad bit confusing, so in today’s episode, Dave and Drue are here to unravel the mystery and ensure you have a clear understanding of the process. Listen in as we break down the basics of RMDs and explain how they are calculated based on your age and account balance. We’ll also share strategies to potentially avoid them and share the risks of no...
Can AI Replace Your Financial Advisor?
October 19, 2023 09:00 - 21 minutes - 21.2 MBArtificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation, and even test-taking. But can you use AI for retirement planning advice? Stay tuned as we dive into an article where artificial intelligence is pitted against a real financial advisor. When asked the same questions, how does the financial advice differ? Listen in as we unpack these answers a...
Power of Attorney, Long-Term Care, Retirement Travel and more! Mailbag Episode
October 12, 2023 09:00 - 24 minutes - 23.3 MBWe’re back with another mailbag edition of the podcast today! Listen in as Dave and Drue answer some recent questions they’ve received from listeners like you. From power of attorneys to long-term care and lump sum pension buyouts, we’re covering a wide variety of topics on today’s show. Catherine asks what she can do to help set up her daughter and grandchild for success financially. Charlie asks what a reasonable amount of money is to spend on travel in retirement. Tune in to hear Dave a...
Building an Estate Plan with No Regrets
October 05, 2023 09:00 - 23 minutes - 23.1 MBThere are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal ...
The Pros and Cons of Real Estate Investing for Retirement
September 28, 2023 09:00 - 23 minutes - 22.8 MBReal estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retireme...
Retirement: Ready Or Not, Here It Comes
September 21, 2023 09:00 - 23 minutes - 22.9 MBAre you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. This is always one of the first questions we receive so we talk through this quite a bit. We hope this episode will give you a better idea of how people typically feel about retirement and how we work w...
Financial Sources of Tension Between Couples
September 14, 2023 09:00 - 36 minutes - 34.3 MBIn this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. From risk to retirement age to charitable contributions, listen in as we explore how to resolve some of the most common financial sources of tension between couples. Here's some of what we'll talk about on today's show: One spouse may be more risk-averse than the other which can lead to dis...
Celebrating the Role Grandparents Play in our Financial Lives
September 07, 2023 09:00 - 25 minutes - 60.4 MBIn honor of Grandparents' Day, which is just around the corner on September 10th, we're here to delve into the profound and irreplaceable role that grandparents hold in our lives. They pass down their wisdom, share their life experiences, and instill strong work ethics, leaving an impact on us all. This episode serves as a tribute to grandparents while offering valuable insights into estate planning and financial support for future generations. Join us as we explore the significance of ...
Mailbag: Funding a Wedding, Social Security Taxes & Investment Options
August 31, 2023 09:00 - 24 minutes - 35 MBToday we’re opening up the mailbag once again to find out what financial questions you have for Dave and Drue. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. Some of the things we’ll discuss include investment strategies, what to do with a large amount of cash, taxes, and inheritances. If you ever have anything you’re curious about or a scenario you need help with, we’d love to hear from you! Here's some of wh...
Is It Okay to Be ‘Selfish’ in Retirement?
August 24, 2023 09:00 - 21 minutes - 21.1 MBThe word selfish carries a negative connotation but in the case of retirement, is it okay to be ‘selfish.’ We came across an article recently that put a different angle on the typical retirement planning conversation and we thought it was worth discussing on the podcast. So we’re going to talk about the idea of selfishness when it comes to protecting your retirement. With more and more retirees having to support their adult children and/or parents financially, this discussion is happeni...
Protecting Yourself from Financial Scams
August 17, 2023 09:00 - 24 minutes - 23.9 MBScams have never been more prevalent as we’ve all become more connected through technology, and many predators are targeting your financial accounts. It happens all the time and we all have our own first-hand accounts. In this episode, we’re going to share some of our experiences with scams, from email to phone calls to texts. Plus, we’ll talk about how we help clients protect their money and their assets. Here's what we'll talk about on today's show: The different types of sc...
Mastering Retirement Cash Flow (Part 2): Understanding Income
August 03, 2023 09:00 - 21 minutes - 21.4 MBWelcome to part 2 of our series on mastering retirement cash flow. Last episode, we talked about expenses in your life that might drastically change in retirement. From housing and healthcare to insurance and taxes, we shared some of the expenses you need to keep an eye on. On today’s show, we’ll talk about income and how to maximize your money. We’ll also explain why you need an income plan. If you’re feeling lost, don’t worry. We’re here to help. Here's what we'll talk about on ...
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
July 27, 2023 09:00 - 29 minutes - 28.7 MBIn this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. From housing and healthcare to insurance and taxes, we’re here to share some of the expenses you need to keep an eye on. You can consider questions such as: Should you downsize your house or buy a vac...
Bad Money Habits Could Spoil Your Retirement Party
July 20, 2023 09:00 - 21 minutes - 21.2 MBPicture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Throughout the years, we have witnessed some of these harmful money habits and seen ho...
Mailbag: Mortgage Payoff, Supporting Adult Children and Early Retirement
July 13, 2023 09:00 - 21 minutes - 20.6 MBIt’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether you should pay off your mortgage early, how to stop supporting your adult children financially,...
Key Finance Decisions During Major Life Events (Part 2)
July 06, 2023 09:00 - 27 minutes - 26.6 MBWelcome to part 2 of our series about taking control of your finances during life's most pivotal moments. Last episode, we talked about the complex world of financial decision-making during key life events. From the excitement of marriage to the challenges of losing a loved one, we’re sharing practical tips to help you make informed decisions and maintain financial stability during life’s ups and downs. Today we're talking about job changes, adoption, medical issues, and more. For examp...
Key Finance Decisions During Major Life Events (Part 1)
June 29, 2023 09:00 - 25 minutes - 25 MBAre you ready to take control of your finances during life's most pivotal moments? In this episode, we’ll dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability. For example, if you’re getting married, there are some key questio...
Retiring With Honors: Financial Planning Lessons From The Classroom
June 22, 2023 09:00 - 24 minutes - 24.2 MBFrom time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face. For example, some teachers might enjoy giving homework assignments, but most of them just see it as a necessary evil. In retirement planning, nobody likes homework either. A few people really enjoy getting int...
6 Big Money Mistakes in Retirement Planning
June 15, 2023 12:48 - 22 minutes - 21.7 MBIn the complex world of retirement planning, there are countless pitfalls one could face. Today we're sharing six of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. As you listen, take note if you are making any of these mistakes. Are you taking investing advice from friends and family? Are you relying solely on your company’s retirement plan? No matter the problem, we’ll help you recognize the erro...
Dismantling 2023's Top 10 Social Security Myths (Part 2)
June 08, 2023 09:00 - 19 minutes - 19 MBWelcome to part two of our two-part series on Social Security myths. Last week, we debunked the first five common Social Security myths. For example, are stay-at-home moms eligible for Social Security? Tune into last week’s episode for that answer and more! This week, we’ll answer five additional questions about this topic. Can you work and get Social Security benefits at the same time? Are your benefits based on your assets? No matter what questions you have about Social Security, we a...
Dismantling 2023's Top 10 Social Security Myths (Part 1)
June 01, 2023 12:18 - 22 minutes - 22 MBHave you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this two-part series, we're debunking common myths about Social Security and answering the questions you've been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give yo...
Ep 142: Mailbag: Beach Plans, Market Crashes and Delayed Retirement
May 25, 2023 09:00 - 25 minutes - 24.5 MBIt’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether to sell your house and rent at the beach, what to do if the market crashes further, and if you s...
Ep 141: Retirement Savings Basics: What’s The Purpose Of All My Accounts?
May 18, 2023 09:00 - 30 minutes - 29.4 MBAre you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why un...
Ep 140: Should An Advisor Tailor A Plan To Fit Your Personality?
May 04, 2023 09:00 - 23 minutes - 22.9 MBAre you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financ...
Ep 139: Retirement Expenses For Which You Forgot To Plan
April 27, 2023 09:00 - 28 minutes - 27.1 MBAre you ready for retirement? We’re willing to bet there are some future expenses that you may have forgotten to plan for. Join us as we discuss the most overlooked retirement expenses and how to prepare for them. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. From medical expenses to unexpected repairs, we’ll cover the commonly forgotten areas that could leave you vulnerable if you don't prepare the right way. ...
Ep 138: Moving Your Retirement Goalposts: Is It Worth The Risk?
April 20, 2023 09:00 - 18 minutes - 18.5 MBDo you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Whether you find yourself adding to your savings without acting towards investing or are always finding reasons to delay saving for retirement, we’ll discuss the common pitfal...
Ep 137: Mailbag: Roth Conversions, Advisors and Rentals
April 13, 2023 09:00 - 28 minutes - 27.3 MBIt’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss when to convert an IRA to a Roth, how to know if a financial advisor is trustworthy, and even how to pay ...
Ep 136: Our Favorite Quotes
April 06, 2023 09:00 - 21 minutes - 21.3 MBLet’s have some fun today. We’re sharing some of our favorite quotes and how we use them regularly to help our clients with their finances. We find that these quotes are relevant for many people and most financial situations we work with. We are excited to share this and other nuggets of wisdom on today’s show. Stay tuned to see how you can apply these wise words in your own financial life. We think you’ll really enjoy this one! Here are a few of the quotes we’ll highlight in toda...
Ep 135: What’s Your Biggest Financial Fear?
March 31, 2023 19:44 - 26 minutes - 25.2 MBWe took an informal poll of listeners to find out what their biggest financial fears are. In this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Whether it’s running out of money, paying more taxes, or not having money to pass on to your kids, we all have fears about our finances. So, what's your biggest fear, and did it make our list? Stay tuned as we talk through some ways to face these fears so that you can feel more confid...
Ep 134: Four Ways The SECURE Act 2.0 Might Impact You
March 23, 2023 09:02 - 23 minutes - 22.5 MBOn today’s show, we’ll explain what you need to know and learn four ways the new changes might impact you. From Required Minimum Distributions (RMDs) to catch-up contributions, we’ll cover some of the key items in SECURE Act 2.0. This won’t cover everything, but this will give you a few items to consider when you meet with your advisor next. On today’s show, here’s some of what you’ll learn: The Required Minimum Distribution age has been pushed back again. (3:44) What’s happening...
Ep 133: Mailbag: How to Handle Mortgages, College and 401ks
March 16, 2023 09:00 - 21 minutes - 21.2 MBIt’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. On today’s show, here’s some of what you’ll learn: Should I pay off my house or invest money and use investments to pay mortgage? (2:53) Should I do anything besides a 529 plan for college savings? (7:12) When should I withdraw from my 401k? (15:18) Contact Dave and Drue: Web: ht...
Ep 132: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
March 09, 2023 10:02 - 22 minutes - 22.2 MBToday we’re addressing five common beneficiary mistakes that, unfortunately, a lot of people make. From making errors to naming minors as beneficiaries, we’ll break down some common blunders. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan. On today’s show, here’s some of what you’ll learn: What is the risk in naming minors as beneficiaries? ...
Ep 131: Financial, Business and Personal Goals For 2023
March 02, 2023 10:02 - 26 minutes - 25.8 MBWith every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our business, personal and relationship goals for 2023 and explore what might be some worthwhile goals for you to add to your list. We talk so much about what we want our clients to focus on and ways in which you can improve your financial life, but now we want to turn the spotlight on us and open up with you on where...
Ep 130: Back To Basics - Understanding Income Planning
February 23, 2023 10:02 - 24 minutes - 23.9 MBDo you understand the basics of income planning? If not, you might not be as far along in your retirement plan as you think. Understanding how much income you need and what sources will provide it for you efficiently is critical to success over a long period of time. We see a lot of clients, and when people first come to see us, very few have an income plan in place, but it’s important that you know this topic well and understand how it fits into your overall retirement plan. In this ...
Ep 129: Avoid These Rookie Investing Mistakes
February 16, 2023 10:02 - 22 minutes - 21.9 MBEven if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make and illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life. We’ll explain why you need to make sure every dollar you earn has a purpose and why planning is so crucial to your financial health. On today’s show, here’s some of what you’ll learn: Why to ...
Ep 128: 10-Point Financial Checklist for 2023
February 09, 2023 10:00 - 23 minutes - 23 MBWith the new year upon us, let’s run through the checklist of things you should be thinking about as it relates to your financial plans for retirement. Let’s see how prepared you are for retirement by answering these 10 questions. The key is you need to have concrete answers for them. If you don’t know the answers, you need to think about having some critical conversations with your advisor. On today’s show, here’s some of what you’ll learn Do you know exactly how much income you’ll ...
Ep 127: Mailbag - Annuities, Life Insurance and Social Security
February 02, 2023 10:09 - 19 minutes - 19.1 MBIt’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. On today’s show, we’ll share: What should I do with my annuity? (3:26) Should you get a life insurance policy on your spouse? (6:00) When should you start thinking about Social Security? (8:26) Get Additional Information: https://www.truefinancialpartners.com/media/podcast/
Ep 126: Listen To This If You Need Help Understanding Your Financial Statements
January 26, 2023 10:00 - 20 minutes - 20 MBThe end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances? Let’s spend a little time looking over a financial statement and breaking down some of the terms you might come across. On today’s show, we’ll share: How accurate are income projections? (2:54) Should we pay attention to disclosures an...
Ep 125: Learning From Grandma’s Financial Wisdom
January 19, 2023 10:00 - 16 minutes - 16.7 MBEven if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to our financial planning. We might not have known it then, but looking back on wisdom that was imparted to us can teach us lessons years later. In this episode, we’ll look at some of the sayings that we all heard our grandma say growing up and see how we can apply that to our planning today. On today’s show, we’ll share: “When it rains, it pours.” Good news usually comes in waves, but ...
Ep 124: The Top 5 401(k) Mistakes You Need To Avoid
January 12, 2023 10:02 - 22 minutes - 22.1 MBSaving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover at least the top five mistakes people make in their 401(k)s so hopefully you avoid doing the same thing when the time comes. On today’s show, we’ll share: Assuming that your fees and costs are minimal, since you never see them on your statement. (2...
Ep 123: Preparing For Market Volatility In 2023
January 05, 2023 10:00 - 23 minutes - 23.3 MBMarket volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. On today’s show, we’ll share: Mergers & Acquisitions says “signs point to more market volatility in 2023.” (2:47) Should you change your approach during market volatility? (7:15) An example of what happens emotionally versus logically during volatile markets. (17:20) ...
Ep 122: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
December 29, 2022 10:00 - 22 minutes - 21.7 MBSometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s OK. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. Whether you’re getting a divorce or having career difficulties, your financial advisor should be there to help guide you through the financial transition. On today’s show, we’ll share: How we help clients going through a divorce. (2:48) How we ha...