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Retirement Planning Problem Solving
Manage episode 378225670 series 3423688
Konten disediakan oleh Tad Hill. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Tad Hill atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Most people probably think a financial advisor’s primary job is picking investments, but the reality is that’s just a small part of what we do for clients. In reality, our main focus is solving problems and that’s what true financial planning entails.
You can quickly tell whether you’re working with a good financial advisor by determining whether they’re spending 80% of their time talking about investing your money or 80% of their time helping you think through all of the challenges in retirement and then addressing them?
In this episode, we’re going to share a few of the key problems we work to solve for clients and explain why good planning is critical for navigating these areas of your finances.
Here is some of what we’ll discuss in today’s show:
•Working with someone who has lost a spouse because there are a lot of financial issues that can arise.
•Job layoffs are all too common today and finding yourself in that position can weigh heavily on your finances.
•Tax planning is a big problem solving area for us and it can make a huge impact in retirement.
•Why we feel retirement planning is something worth spending more money on to get the best quality.
Key Takeaway:
"Choosing the investments is not the hard part. It's figuring out what we're going to need, when we're going to need it, what challenges are we going to encounter, and how do we solve those problems?"
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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