Posts Tagged ‘fiduciary’
Awkward Financial Conversations
As a financial advisor, Eric has experience navigating some awkward conversations when it comes to managing money. Whatever the dynamic, you want to work with a financial advisor and fiduciary who can guide you through the situation.
Read MoreNaughty or Nice? Financial Advisor Behaviors
Do you think your financial advisor belongs on the naughty list or the nice list this year? Eric talks through a few scenarios that financial advisors may face to set the record straight on whether it is nice or naughty. If you come across a similar situation, hopefully, this will shed some light on reasonable expectations clients should have with their advisors.
Read MoreMore than Just a “Nice Person”
Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.
Read MoreFinancial Jeopardy
We play the game of Jeopardy as Eric answers financial questions on today’s show. Do you know all the answers?
Read MoreTwo Truths and A Lie
What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.
Read MoreRetirement Reality Checks
Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.
Read MoreWhy Eric Loves Working as a Financial Advisor
Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast.
Read MoreLet’s Play Financial Jeopardy
Financial for 200! Financial for 400! Are you ready to match the questions with the statements like in Jeopardy when it comes to your knowledge of financial terms? Which of these currently impact your retirement plan?
Read MoreWatch Out For These Red Flags When Working With A Financial Advisor
When you are working with an advisor, you want your relationship to be built on trust and quality expertise. But how do you know if an advisor is a bad fit? What red flags should you avoid? We’ll tell you in this episode.
Read MorePresidential Quotes And The Financial World
There are a lot of great quotes from past presidents that also apply in the financial industry. Have you heard all of these? How would you apply them to your financial portfolio?
Read MoreDelayed Gratification In Retirement Planning
Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.
Read MoreEpisode #9: Retirement Procrastination
Procrastination is dangerous as it pertains to your retirement. Don’t let these lines of thought keep you from planning your financial future.
Read MoreEpisode #6: Investor Beware
As you search for a financial advisor, you need to beware of certain characteristics. Some traits could raise red flags toward an advisor.
Read MoreEpisode #1: What Is A Fiduciary?
On this inaugural edition of the Retirement Ready podcast, we’ll explore the meaning behind the fiduciary standard.
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