Ep 37: Do I Need a New Financial Advisor?

Retirement Coach's Corner

เนื้อหาจัดทำโดย Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

2y ago 19:26

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As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere?

Alan and Troy talk through when and why you might want to find another financial advisor and when it might make more sense to stay with the advisor you have.

Here are some of the reasons people tend to wonder if they should switch advisors:

My financial advisor made a mistake, should I leave? (1:28)
My financial advisor’s business seems too big, and I don’t get to talk to him. (5:52)
I went to a dinner seminar, do I need to make a change? (8:49)
I like my advisor, but I moved out of state. (12:06)
I lost a ton of money in my portfolio in a market crash. (14:10)

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63 ตอน

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