Sep 2, 2021
We’re covering topics today that might raise red flags about your finances. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.
Read more and get additional financial resources here: http://truefinancialpartners.com
What we discuss on this episode:
2:54 – Name your investments
6:59 – Meeting with your advisor
9:21 – Account balances
12:09 – How much income you’ll need
14:34 – Retirement plan