On today’s episode, we’re talking about things that drive your financial advisor crazy about the financial world.
Read more and get additional financial resources here: https://principalpreservationservices.com/retirement-reality-podcast/
What we discuss on this episode:
1:21 – Coronavirus vaccine
3:10 – Hidden fees
5:08 – Advisors who put their own goals ahead of their clients
7:00 – Cookie cutter (one-size-fits-all) sales pitches
9:15 – Big companies who push products
11:12 – Buzzwords and jargon that don’t mean anything to the average person
13:25 – Financial plans that consist of dozens of pages that no one can understand
16:48 – Mailbag: Should we refinance our house?
