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Podcast: Retirement Straight Talk With Paul & William
Episode: Why Discussing Stocks With Your Advisor Is Likely Costing You Time & Money
Description: Is your financial planner truly providing value by focusing solely on investments?  This week, Paul & William discuss the misconception that the most important job of a financial planner is to pick investments.  While investment management is undoubtedly important, various aspects of financial planning often get overlooked. From comprehensive retirement planning to tax optimization strategies, estate planning, risk management, and even personal finance education, there's a myriad of areas where a skilled financial planner can substantially impact their clients' financial well-being. They discuss the common pitfalls of fixating sol...