Oct 26, 2018
Learn why it’s important to have a plan and not react when the market goes up or down. Discover some reasons why you may need to look for a new financial advisor. Learn how major life events can trigger the need for an advisor.
Main Questions Asked:
When is it time to look for a new financial advisor?
Who should I listen to when the market goes up or down?
What life events trigger the need for a financial fresh start?
Key Lessons Learned:
Whose Predictions Are Right When the Market Goes up or Down
The Grass Being Greener on the Other Side
Major Life Events that Require Financial Counseling
Links To Resources Mentioned
Money Map Retirement Review
1-800-757-0436
Thank you for listening!