We’re covering topics today that might raise red flags about your finances. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.

 

Read more and get additional financial resources here: http://truefinancialpartners.com 

 

What we discuss on this episode:

2:54 – Name your investments 6:59 – Meeting with your advisor 9:21 – Account balances 12:09 – How much income you’ll need 14:34 – Retirement plan