Every time you meet with a client and they ask you a question, you have no idea what direction they’re leaning and all you can do is give the best advice from your personal experience, from a financially sound decision, and also from an understanding of your client.

I was recently asked by a listener to do a show about one of the most common sounding board questions financial planners get so I thought I would expand the conversation to answer other hot topic questions financial planners get. When I thought about who I would have this conversation with, the only person who came to mind, who happens to be one of my favorite and retired financial planners, Joe Saul-Sehy of the Stacking Benjamins podcast.

Joe joins me today to get thrown under the bus and answer some common financial planner questions. As usual, I loved hearing Joe’s financial advice and guidance and I hope you do as well.

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