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Comprehensive Financial Planning, REITs, and More! Mailbag Episode
Manage episode 378866453 series 3423688
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On today’s show, we’re diving into the mailbag to answer some recent questions and concerns from our listeners. Patty from Hoover raises a critical question about their financial advisor’s lack of advice on topics like Social Security, life insurance, and legacy plans. Mick in Cahaba Heights asks about Tad and Toni’s thoughts on REITs as an investment.
Listen in as Tad and Toni explain why it’s critical to work with a trusted advisor that can offer you comprehensive guidance, rather than just managing your investments. They also shed light on the differences between publicly traded and non-publicly traded REITs. Discover the potential benefits and risks associated with these investments and why it's crucial to have a well-rounded understanding of your options. Tune in to gain valuable insights from these listener questions!
Here’s some of what we discuss in this episode:
- Mailbag Question: My financial advisor seems to be doing a good job of managing my investments, but we never talk about other things like Social Security, life insurance or legacy plans. Is this typical?
- The importance of legacy planning and why it's crucial to work with professionals who can help you navigate these complex matters.
- Why understanding your spending habits is essential for a secure retirement, and why it's vital to "show all your dirt" to your financial advisor.
- Mailbag Question: I recently had a REIT proposed to me as an investment I should consider. What are your thoughts on these?
Key Takeaway:
"A really good advisor is somebody that is explaining the upside and the downside of everything so you know exactly what you're getting into."
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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