The Game Plan
The only way you’ll ever reach your financial goals is by having direct and honest conversations when building a retirement plan. Frank conversations, however, can create a bit of an uncomfortable feeling sometimes.
Today we plan to run through some of the awkward conversations we have with clients and why they get to that point. Plus, Dale will talk about the financial considerations that arise with each topic.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:10] – Our topic this week is awkward conversations.
[2:54] – Dealing with a divorce.
[4:50] – Determining who should be included as beneficiaries.
[6:41] – Sorting out an estate.
[9:43] – Changing financial advisors
[14:00] – Getting emotional due to financial stress.