Equipping Points:
According to Ernest Hemingway, “In order to write about life, you must first live it.” Eric shares how his years working as a financial advisor have given him the experience to guide others through various market conditions and make a financial plan that is possible to follow. It’s not just about understanding the products and tools; it’s about knowing how people react to different financial stimuli and steering them accordingly.
What wisdom have you gained with age? Hemingway was also known for saying, “Old men do not grow wise, they grow careful.” Eric explains how to invest carefully and pay attention to your risk level, without being overly cautious. Working with someone who is financially wise can help you make the best decisions for you and your situation.
Here’s some of what we discuss in this episode:
- The value of years in the financial services industry for understanding market conditions and reactions
- Guiding and counseling clients through various financial situations
- The importance of cautious investing approaching retirement
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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