Ep 1: 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 retiree and pre-retiree? (1:16)

·      How much insurance should you keep? (3:32)

·      Should you pay off your home? (4:44)

·      Choosing between mutual funds and ETFs. (5:55)

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