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Ep 20: Going Against the Grain
Manage episode 343227917 series 3303227
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Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.
On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Join us on today’s episode to learn more about these topics:
·· What is the appropriate amount of risk for a retiree? (2:58)
· Here are different ways you can use life insurance throughout your life. (5:34)
· Is there such a thing as good debt? (8:13)
· Is an annuity right for you? Find out here. (12:04)
Donate to the Florida Disaster Fund:
www.Floridadisasterfund.org https://www.volunteerflorida.org
For more, visit us online: https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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