• What Your Advisor Might Be Missing

  • Feb 1 2024
  • Length: 14 mins
  • Podcast
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What Your Advisor Might Be Missing

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  • Summary

  • Far too often, people aren’t receiving the advice they truly need from their financial advisors. It's not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients' aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing…

     

    Here’s some of what we discuss in this episode:

    • Does your advisor talk to you about taxes?
    • Is your advisor evaluating the fees and costs of your investments?
    • Are you having conversations about your retirement income?
    • Is your advisor helping you understand the target and goal for each of your invested dollars?
    • Are you talking about and planning for your legacy goals?

     

    The 7 Habits of Highly Effective People:

    https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/0743269519

     

    Want to get in touch with Mark? 

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526

                  

     
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