On today’s episode, we’re talking about things that drive your financial advisor crazy about the financial world.
Read more and get additional financial resources here: https://principalpreservationservices.com/retirement-reality-podcast/
What we discuss on this episode:
1:21 – Coronavirus vaccine
3:10 – Hidden fees
5:08 – Advisors who put their own goals ahead of their clients
7:00 – Cookie cutter (one-size-fits-all) sales pitches9:15 – Big companies who push products
11:12 – Buzzwords and jargon that don’t mean anything to the average person
13:25 – Financial plans that consist of dozens of pages that no one can understand
16:48 – Mailbag: Should we refinance our house?
Episode Show Notes
On this episode, we share five commandments that should be written on stone tablets in your retirement plan.
Let’s talk about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.
Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020.
Have you ever wondered how your savings plan compares to the average American? Vanguard released a report with stats on retirement accounts and we’re going to look at some of the most interesting data to come out of the past year.
Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies and determine whether or not they still apply.
Clients often ask how housing fits into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions about housing.
As life spans continue to increase, so does the need for more money later in life. On this week’s episode of the Retirement Reality Podcast, Mike Kojonen explains how to plan financially for a long life.
You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? On this week’s episode of the Retirement Reality Podcast, Mike Kojonen shares five ways you could be ruining your retirement.
On this week’s episode, we take a look at some of the financial and retirement challenges that are unique to women and how to handle them.
How can you build a strong financial house? Mike gives you step-by-step instructions to create a solid foundation for your finances.