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36. The Five Habits of Highly Effective Advisors to Retirees

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Konten disediakan oleh J. Barry Watts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh J. Barry Watts 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.

Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor. Barry discusses: Why you should know how much money you need every year in retirement Making your money work for you Why highly effective advisors should be addressing inflation How to say goodbye to your advisor And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes

The post 36. The Five Habits of Highly Effective Advisors to Retirees appeared first on Wealthcare.

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68 episode

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Manage episode 317965358 series 2935354
Konten disediakan oleh J. Barry Watts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh J. Barry Watts 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.

Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor. Barry discusses: Why you should know how much money you need every year in retirement Making your money work for you Why highly effective advisors should be addressing inflation How to say goodbye to your advisor And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes

The post 36. The Five Habits of Highly Effective Advisors to Retirees appeared first on Wealthcare.

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68 episode

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