The Game Plan
One of the jobs of a financial advisor is being honest and straightforward with clients about their money and their retirement plans. Sometimes that comes as a surprise to people because it goes against everything they’ve heard before.
We asked Dale to share some of these financial truth bombs that get dropped on clients to keep them from making errors in planning. How prepared are you? Find out on this episode of the Retirement Playbook Podcast.
Listen to the full episode or click on the timestamps below to make sure you avoid ruining your hard-earned retirement.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:33] – This week we’re dropping truth bombs.
[2:09] – Bonds are not always as great for retirees as people think they are.
[3:50] – Income taxes are currently close to historical lows. Do most people realize that?
[5:52] – The hardest part of investing is managing your own behavior.
[9:02] – Just because you’re an expert in your area, doesn’t mean you’re an expert in money.
[11:32] – You probably have more at risk in your portfolio than you realize.