About this episode
One of the reasons people leave their financial advisor is not due to lack of investment performance, it’s due to lack of relationship. How often should you expect to meet with your advisor?
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Retirement Coffee Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Retirement Coffee Talk
Can My Retirement Plan Be Like My Car GPS? | To Pay Off Your Mortgage or Not
Retirement Coffee Talk
Mar 21, 202626:56failed
This May Be Your Biggest Challenge If You Want to Retire Early
Retirement Coffee Talk
Mar 17, 202612:17failed
What’s More Important to You: Growing Your Money or Protecting It? | Watch Out f...
Retirement Coffee Talk
Mar 14, 202626:16failed
Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Betw...
Retirement Coffee Talk
Mar 7, 202648:32completed