On this week’s episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow advisor, Marshal Scheidt! Make sure to subscribe, follow the roadmap and keep sending in questions! Thanks for listening!
Key Takeaways:
- Interest rates on houses – how you should be advised
- Benefits to look for other than salary with a new job
- More than one 401k? Bad idea…
- Do we do taxes?
- Life insurance policies – do you need one? if so, at what age?
- Financial advisor industry – what’s changed in the last 10 years?
- Why you should consolidate your assets
- Best feeling as an advisor
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