On this week's episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow advisor, Marshal Scheidt! Make sure to subscribe, follow the roadmap and keep sending in questions! Thanks for listening!
Key Takeaways:
Interest rates on houses - how you should be advised
Benefits to look for other than salary with a new job
More than one 401k? Bad idea...
Do we do taxes?
Life insurance policies - do you need one? if so, at what age?
Financial advisor industry - what's changed in the last 10 years?
Why you should consolidate your assets
Best feeling as an advisor
