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Questions Your Advisor Should Be Asking You

Questions Your Advisor Should Be Asking You

FromMake Your Money Matter


Questions Your Advisor Should Be Asking You

FromMake Your Money Matter

ratings:
Length:
19 minutes
Released:
Aug 9, 2023
Format:
Podcast episode

Description

People are behavioral beings and many times we bring our behaviors into our financial life, which could hurt us in the long run, causing us to make wealth destroying decisions. Today, Brad reveals 6 questions your advisor should be asking you, encouraging us all to have open dialogue with those helping us with our finances so we can protect what we have worked so hard for. Listen now.  Show Highlights Include: Our Brains Have What? (1:54)  What Do You Have And Why Do You Have It? (6:01)  Our Objectives Change Over Time. (8:20)  Budgeting Is For Fools. (12:08)  The First Step Is Taking Action. (15:21)  To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Aug 9, 2023
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.