Ep 164: The ONE financial question that you should be asking yourself.

The Weekly Wealth Podcast

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4M ago 15:32

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A common misconception is that a Financial Advisor's job is only to invest his/her clients' money in a way that will get them the highest return possible. While investment management is important, it is only a part of the financial planning process.

Another important job of a financial advisor is to help clients to identify risks and to take steps to mitigate the effects of the risks.

In this episode, we talk about the CRUCIAL question that you should be asking yourself:

"What are two are three things that if they happed (or maybe didn't happen) would cripple you financially?"

Email David@parallelfinancial.com with your thoughts and questions.

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