Monthly Archives: June 2018

Episode 15 – 10 Questions Your Financial Adviser Should Ask You



You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?

There are 10 important questions that your financial advisor should be asking you.

In this episode, Jim Black covers these questions and explains why they’re essential pieces of the planning process. Once you become aware of the 10 questions, you’ll be more likely to choose a financial planner who will help you accomplish your financial dreams.

The Retirement Solution Website 


Episode 14  – What to do when the markets get crazy



How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets– even when the markets get crazy.

Listen in as I discuss financial media, investment strategies for different life phases and, of course, how a financial plan can grant you peace of mind, regardless of what’s going on in the markets.

 

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