Jun 30, 2023
Part of being a good financial advisor is helping people navigate what can be awkward and uncomfortable situations in life related to their money. After working with hundreds of clients over the years, we’ve encountered quite a few of these situations. So how do we approach these moments? Let’s talk about what that looks like and what kind of conversations we’ve had for certain scenarios.
Here are some of the things we discuss in this episode:
- 0:51 – When a client wants to remove a child as a beneficiary.
- 2:47 – Working with a couple that is going through divorce.
- 5:50 – Dealing with someone who is very emotional during a meeting
- 7:41 – Client makes a very embarrassing financial decision.
- 12:45 – Mythbusting with Matt: Shifting from stocks to bonds removes volatility
- 17:36 – Mailbag question on organizing finances after becoming a widow
- 19:23 – Mailbag question on 529 plans vs loans
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