Ep 49: Finding the Right Advisor
With more and more people making planning a priority in the new year, we wanted to help you with the search for a new advisor.
Do you have questions about retirement? Financial planning? What about taxes, insurance, investments, risk, and the hundreds of other retirement planning questions that are probably on your mind? Join Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ to learn about important financial topics and retirement planning tips. Listening to each episode will get you that much closer to being prepared for your retirement future.
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With more and more people making planning a priority in the new year, we wanted to help you with the search for a new advisor.
Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing...
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants, needs, and wishes in regards to your retirement plan. Anthony will talk about the process he goes through with each client and the importance of having a plan that covers more than just finances.
Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially?