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Ep 37: Going Against the Grain
Manage episode 342570664 series 2854350
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best advice that you can for each individual situation.
On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Here’s some of what you’ll learn in this episode:
- What is the appropriate amount of risk for a retiree? (1:10)
- How should you best utilize life insurance? (3:24)
- Learning to handle debt and freeing up your cash flow. (6:05)
- Should you pay off your house early? (7:43)
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
78 episodes
Manage episode 342570664 series 2854350
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best advice that you can for each individual situation.
On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Here’s some of what you’ll learn in this episode:
- What is the appropriate amount of risk for a retiree? (1:10)
- How should you best utilize life insurance? (3:24)
- Learning to handle debt and freeing up your cash flow. (6:05)
- Should you pay off your house early? (7:43)
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
78 episodes
All episodes
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