• What Financial Advisors Wish Every Investor Knew (Part 1)

  • Nov 26 2024
  • Length: 15 mins
  • Podcast

What Financial Advisors Wish Every Investor Knew (Part 1)

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  • Summary

  • Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.

    Here’s what we discuss in this episode:

    0:00 – Intro

    2:02 – Investment costs

    3:40 – Real risk

    5:40 – Motivation behind information

    8:06 – Setting realistic goals

    10:27 – Long term over short term

    11:35 – One-size-fits-all planning

    Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.

    Learn more about Principal Preservation Services: https://principalpreservationservices.com

    Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting

    Watch Retirement Reality on Demand: https://bit.ly/40VIByr
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