
Sign up to save your podcasts
Or
In this podcast episode, Dominic and Chris discuss their recent conversation with guest John Grace. They touch on various topics including the importance of working with a financial advisor, the lack of financial literacy among Americans, and the challenges millennials face in the housing market. They also mention the upcoming episode on real estate and recommend two books by Morgan Housel for those interested in improving their financial knowledge. In this segment, the hosts read an email from a listener whose parents are nearing retirement age but have no savings and significant debt. The listener is financially supporting their parents and is concerned about their credit scores and ability to find affordable housing. The hosts discuss the importance of financial responsibility and planning for retirement, as well as the potential options for the listener's parents, including bankruptcy and consulting a financial advisor.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
🔔 Subscribe for More Content:
📌 Connect With Us:
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
💬 Leave a Comment:
03:05 The Importance of Financial Literacy and Seeking Professional Advice
06:06 The Need for Fiduciary Financial Advisors
07:59 The Value of Books on Behavioral Finance
09:43 The Current State of the Housing Market
14:46 The Potential Wealth Transfer in the Future
16:23 The Role of Financial Advisors in Investing and Retirement Planning
18:24 The Importance of Diversification in Investment Portfolios
22:29 The Need for Thorough Research and Professional Advice
27:50 Fi Friday Feedback
46:38 Wins of the Week
#financialadvice #housingmarket #retirementplanning
In this podcast episode, Dominic and Chris discuss their recent conversation with guest John Grace. They touch on various topics including the importance of working with a financial advisor, the lack of financial literacy among Americans, and the challenges millennials face in the housing market. They also mention the upcoming episode on real estate and recommend two books by Morgan Housel for those interested in improving their financial knowledge. In this segment, the hosts read an email from a listener whose parents are nearing retirement age but have no savings and significant debt. The listener is financially supporting their parents and is concerned about their credit scores and ability to find affordable housing. The hosts discuss the importance of financial responsibility and planning for retirement, as well as the potential options for the listener's parents, including bankruptcy and consulting a financial advisor.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
🔔 Subscribe for More Content:
📌 Connect With Us:
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
💬 Leave a Comment:
03:05 The Importance of Financial Literacy and Seeking Professional Advice
06:06 The Need for Fiduciary Financial Advisors
07:59 The Value of Books on Behavioral Finance
09:43 The Current State of the Housing Market
14:46 The Potential Wealth Transfer in the Future
16:23 The Role of Financial Advisors in Investing and Retirement Planning
18:24 The Importance of Diversification in Investment Portfolios
22:29 The Need for Thorough Research and Professional Advice
27:50 Fi Friday Feedback
46:38 Wins of the Week
#financialadvice #housingmarket #retirementplanning