Ep 67: Things That Drive Your Financial Advisor Crazy

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 pitches

9:15 – 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?