Not Your Average Financial Podcast™

Episode 301: [Money Talks] Knowing When to Call a Financial Advisor

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In this episode, we ask:

  • What is one of the most satisfying parts of my work?
  • When is a good time to call?
  • What about a story?
  • Are bankers gonna bank?
  • Are collectors gonna collect?
  • When is it crucial to get a second set of eyes and ears?
  • What about dramatically improving your financial situation?
  • When should you call me?
  • What about the unexpected times?
  • Are you going into debt of any kind?
  • Are you in the midst of a job change?
  • Are you retiring or considering retirement?
  • Did you receive or are you about to receive an inheritance?
  • Have interest rates changed in a substantial way?
  • Has the stock market changed in a substantial way?
  • Do you pay tax on your social security?
  • Do you pay the alternative minimum tax?
  • Did you get married?
  • Did you get divorced?
  • Did you have a child?
  • Did you have another child?
  • Did you take on an aging parent?
  • Did you buy a home or are you considering buying a home?
  • Did you start a business?
  • Are you in the midst of a catastrophic illness, such as a heart attack, stroke or cancer?
  • Did you win the lottery?
  • What other reasons can you think up to call us?
  • Would you like to call our office at 1-800-962-9141?
  • Would you like to book with Mark?
  • What did Jim Rohn say?
  • What about rock, paper, scissors?
  • How are we predictable?
  • How might we need to adapt?
  • What about an example?
  • How might we fix this?
  • Who taught you that?
  • How’s that going for you?
  • Might it make sense to ask for help?
  • How might we discover opportunities in the midst of obstacles?
  • What are the traps?
  • What did Dwight D. Eisenhower say?
  • What are the dynamics?
  • What did Napoleon Bonaparte say? What happened in 1805?
  • How might you be resilient?
  • What did Russ Alan Prince say?
  • How many actually implement the plan?
  • What does this mean?
  • Who struggles to follow through?
  • What about the importance of ongoing communication?
  • What about a giant binder?
  • What about a relationship?
  • What about planning?
  • What is your specific concern?
  • What about goal setting?
  • What about taking targeted action?
  • What about a broad overview?
  • What about just in case vs. just in time planning?
  • Are you collecting pebbles?
  • Are you ready to take the pebbles out of your pocket?
  • Would you like to make an impact?
  • Where do monkeys outperform market managers?
  • What about a divorce case study?
  • Would you like to book with Mark?

    • ...more
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    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
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