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It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast
This week the theme was: Are You Sabotaging Your Investments Because Of Your Political Views?
In case you missed any episodes, here’s what we discussed this week…
The most important takeaway from this week is…
Tomorrow I’m starting a brand new weekly theme: How to fire your financial advisor.
Poor communication or a lack of communication and responsiveness is the main reason why a client will drop their financial advisor. That’s often a forgivable offense when times are good, but poor communication coupled with poor performance often leads investors to consider looking elsewhere for a new advisor. Many don’t make the leap though, because it seems like too much of a hassle and you’re not really sure if the grass is truly greener on the other side. So next week I’ll talk about what you need to know if you’d like to fire your financial advisor, and why it’s easier than you might think.
Thank you so much for listening this week! If you’re enjoying the podcast, chances are someone else you know who is getting close to retirement could also benefit from checking it out, so please share the show with a friend, a neighbor, your sister, or your boss. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement.
Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.
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>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Visit the podcast page: https://truenorthra.com/podcast/
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance
By Ashley Micciche4.9
4949 ratings
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast
This week the theme was: Are You Sabotaging Your Investments Because Of Your Political Views?
In case you missed any episodes, here’s what we discussed this week…
The most important takeaway from this week is…
Tomorrow I’m starting a brand new weekly theme: How to fire your financial advisor.
Poor communication or a lack of communication and responsiveness is the main reason why a client will drop their financial advisor. That’s often a forgivable offense when times are good, but poor communication coupled with poor performance often leads investors to consider looking elsewhere for a new advisor. Many don’t make the leap though, because it seems like too much of a hassle and you’re not really sure if the grass is truly greener on the other side. So next week I’ll talk about what you need to know if you’d like to fire your financial advisor, and why it’s easier than you might think.
Thank you so much for listening this week! If you’re enjoying the podcast, chances are someone else you know who is getting close to retirement could also benefit from checking it out, so please share the show with a friend, a neighbor, your sister, or your boss. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement.
Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.
----------
>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Visit the podcast page: https://truenorthra.com/podcast/
----------
Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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