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Episode #53 Is Your Financial Ideology Valid or Obsolete

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Manage episode 229783794 series 2310214
Content provided by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There are a few financial ideologies...aka: financial rules...that have been around for years and have been part of the foundation of financial planning. But just like anything, over time even the best rules can be rules no longer. Times change and sometimes rules have to change too.
- Is your financial ideology the best in today's economy? How often should it change?
- Everyone is unique & different...what is your financial ideology? Is it that same as you spouse or partner?
- Is your current advisor talking to you about the different rules? Should you be concerned?
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 229783794 series 2310214
Content provided by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There are a few financial ideologies...aka: financial rules...that have been around for years and have been part of the foundation of financial planning. But just like anything, over time even the best rules can be rules no longer. Times change and sometimes rules have to change too.
- Is your financial ideology the best in today's economy? How often should it change?
- Everyone is unique & different...what is your financial ideology? Is it that same as you spouse or partner?
- Is your current advisor talking to you about the different rules? Should you be concerned?
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodes

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