Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
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Content provided by J. Barry Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Barry Watts 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.
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36. The Five Habits of Highly Effective Advisors to Retirees
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Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor. Barry discusses: Why you should know how much money you need every year in retirement Making your money work for you Why highly effective advisors should be addressing inflation How to say goodbye to your advisor And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes
The post 36. The Five Habits of Highly Effective Advisors to Retirees appeared first on Wealthcare.
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Content provided by J. Barry Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Barry Watts 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.
Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor. Barry discusses: Why you should know how much money you need every year in retirement Making your money work for you Why highly effective advisors should be addressing inflation How to say goodbye to your advisor And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes
The post 36. The Five Habits of Highly Effective Advisors to Retirees appeared first on Wealthcare.
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Similar to The Truth About Taxes and Retirement
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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continue reading
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continue reading
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continue reading
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