We meet people every day that either work with or have worked with a financial advisor, and during those conversations we hear many of the same complaints. Let’s dive into the issues facing may pre-retirees and how we address them with our clients.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-214-common-complaints-people-have-about-advisors/ 

 

What we discuss on this episode: 

1:08 – Peak of the homebuying frenzy?

2:38 – Mailbag question on paying for a swimming pool

5:38 – Complaint: Taking on too much risk

9:21 – Different biases we have

11:03 – How do you determine risk in your portfolio

14:13 – Complaint: My fees are too high

17:20 – Complaint: My account didn’t grow much 

18:34 – Complaint: I only hear from my advisor when they want me to buy a stock

19:03 – Mailbag question on investments for grandchildren

20:49 – Mailbag question on investing outside of stocks