Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 7, 202654m 11s
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Show Notes
On this episode:
- You buy something and they try to add on and add on. Is your financial advisor doing it too?
- Your risk profile: Where is your bottom? Or is that even the right question?
- This could be your biggest hurdle if you retire early.
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Topics
Greg AlerFire Your Financial AdvisorGolden ReserveAler StallingsFinancial AdvisorRetirement PlannerRetirement PlanningIncome StrategiesSocial SecurityRMDsTax PlanningMarket RiskFinancial PlanningShamrock Shake