No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.
Show Notes: https://www.baschrock-fg.com/podcast/ep-11-awkward-conversations-with-your-financial-advisor-part-2/
Today's Rundown:
0:38 – Here’s what we’re talking about in part two of our series.
1:28 – Thanksgiving traditions for Ben and his family.
3:00 – Awkward conversation: Do your children understand your estate and legacy plan?
5:06 – The cleanest way to pass on your estate is by working with an attorney.
5:47 – Awkward conversation: Do we need to keep working longer than we’d planned?
7:35 – Sometimes that conversation turns out to be great for the client.
8:25 – Awkward conversation: Separating from an advisor that isn’t a great fit for you.
9:40 – How often do you speak/communicate with your clients?
