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Exposing Retirement Planning Complaints
Manage episode 380938649 series 2991025
Sisällön tarjoaa Donna Kendrick. Donna Kendrick tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t understand your financial plan, we'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Here’s some of what we discuss in this episode:
- If you feel like your advisor is taking too much risk, it’s important to assess your risk tolerance and align your investment portfolio accordingly
- Your account's performance may not match the market's performance. It's essential to consider your unique circumstances, investment goals, and risk tolerance when evaluating returns
- Understanding the various fees associated with your investments and financial planning
- Effective communication with your financial advisor is key. They should be able to explain complex concepts in a way that makes sense to you
- Recognizing the difference between financial planning and asset management
Get additional financial information: https://sephtonfinancial.com/podcasts/
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