Jul 27, 2018
Learn why you should be careful when comparing your portfolio to market averages. Understand the role a good financial advisor plays with legacy and estate planning. Learn the five signs of good financial health.
Main Questions Asked:
Are you taking risks that are inappropriate for your situation?
What is really going on in the markets?
Is my financial advisor acting under the fiduciary standard?
What role does my advisor play in legacy planning?
What are the five signs of good financial health?
Key Lessons Learned:
Legacy Planning
5 Signs of Good Financial Health
Links To Resources Mentioned
Money Map Retirement Review
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Thank you for listening!