Mailbag: Should I Fire My Broker?

Equipping Points:

Navigating life’s financial crossroads can be tricky, especially when it involves your financial future. In this episode of Retirement Ready, Eric addresses these complex issues head-on. How do you best evaluate your broker and your investment performance against the S&P 500? Eric says a lot of that comes down to setting expectations and understanding the risks. Then, Holly wants to know what to consider before making a mid-life career change.

Perhaps you feel good about your own financial decisions but are wondering how to best guide adult children with theirs. When a young adult keeps living at home, it could impact your retirement plan in addition to their financial independence. Eric shares his experience, both as a financial advisor and as a parent.

Here’s some of what we discuss in this episode:

  • Mailbag: Do I need to fire my broker?
  • Mailbag: What to consider about switching careers in your mid-fifties.
  • Mailbag: How to support adult children living at home.

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:

Broker

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The host: Eric Peterson - Contact - Call: (515) 226-1500

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