• What Financial Advisors Wish Every Investor Knew (Part 2)

  • Dec 5 2024
  • Length: 14 mins
  • Podcast

What Financial Advisors Wish Every Investor Knew (Part 2)

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  • Summary

  • Today it’s part two of our discussion about the crucial insights every investor should know before stepping into a financial advisor's office.

    This week, learn about the importance of comprehensive planning beyond investments, the emotional side of financial decisions, and the value of diversification. Discover why financial planning isn't just for the wealthy and the significance of working with a fiduciary. Plus, get insights on maintaining regular reviews of your financial plan and why consistent contributions to your 401k matter more than market timing.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:42 – Emotions

    3:18 – Diversification

    4:33 – Planning not just for the wealthy

    6:35 – Reviewing regularly

    8:06 – Fiduciary

    10:25 – Question on retirement contributions

    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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