Equipping Points:
As a financial advisor, Eric has experience navigating some awkward conversations when it comes to managing money. Maybe someone wants to cut a family member off financially after being estranged. Or a couple decides to get divorced after several years together. Whatever the dynamic, you want to work with a financial advisor and fiduciary who can guide you through the situation.
Do you feel comfortable and confident in your financial advisor? More than being provided financial products, you want to be getting solid advice and recommendations based on your life as a whole. Make sure you have someone who understands your needs, your situation, your taxes, and your financial goals.
Here are some of the awkward situations Eric has helped clients overcome:
- Wanting to remove a family member as a beneficiary. [spp-timestamp time=”1:35″]
- Divorce happens and the assets get split up. [spp-timestamp time=”3:55″]
- A client makes a financial decision that backfires. [spp-timestamp time=”6:18″]
- Money might make the kids fight over it after you’re gone. [spp-timestamp time=”8:16“]
- Leaving one financial advisor for another. [spp-timestamp time=”10:13″]
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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