Welcome back for another episode of the Our 2 Cents podcast!
We're helping you spot "red flags" when interviewing potential financial advisors, or even when reviewing your current advisor. Then we're answering some very thoughtful listener questions today. Listen in now!
- Financial Advisor "Red Flags":
- Biases and the way advisors think
- Not getting what you need from who you like
- Too much technical jargon, not enough valuable communication
- Overconfident market predictions
- All upside, no downside
- Family ties
- Listener Questions:
- "According to Terry Savage, Suze Orman, and my tennis partner, I should be buying I Bonds. I've never done anything like this before. What do you think?" - John
- "I am curious how Savant is fairing during this Bear Market. Is their level of diversification standing up better than most?" - Tom
