Ep 7: How to Find Right Advisor

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some common misconceptions on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

2021-06-17T13:34:24+00:00June 17th, 2021|Podcasts|Comments Off on Ep 7: How to Find Right Advisor

Ep 3: Investment Planning

Investments make up a large part of our financial lives. It's common to hear the media talk about the status of the S&P 500 and we also might hear out close friends and family talk about how they are invested in the stock market. It's important that you have a well thought out plan for your investments and Joe will discuss what steps you can take to get there.

2021-04-22T13:33:47+00:00April 22nd, 2021|Podcasts|Comments Off on Ep 3: Investment Planning
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