Ep 76: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.

On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

 

Here’s some of what you’ll learn in this episode:

• What is the appropriate amount of risk for a pre-retiree? (2:00)
• How should you handle debt? Is all debt bad? (6:00)
• Are annuities good financial tools? (8:17)
• How much cash should you keep in the bank? (10:57)

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