Player FM uygulamasıyla çevrimdışı Player FM !
What is it worth? The Value of an advisor
Manage episode 420069252 series 7742
What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting the right financial advisor. A wide range of topics are discussed including making the decision when to retire, claiming social security, asset allocation, risk tolerance, estate planning, tax planning, Roth conversions, retirement cash-flow projections, stress testing a plan, and avoiding financial mistakes. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
1000 bölüm
Manage episode 420069252 series 7742
What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting the right financial advisor. A wide range of topics are discussed including making the decision when to retire, claiming social security, asset allocation, risk tolerance, estate planning, tax planning, Roth conversions, retirement cash-flow projections, stress testing a plan, and avoiding financial mistakes. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
1000 bölüm
모든 에피소드
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.