On this week’s episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow advisor, Marshal Scheidt! Make sure to subscribe, follow the roadmap and keep sending in questions!  Thanks for listening!
Key Takeaways:

Interest rates on houses – how you should be advised
Benefits to look for other than salary with a new job
More than one 401k? Bad idea…
Do we do taxes?
Life insurance policies – do you need one? if so, at what age?
Financial advisor industry – what’s changed in the last 10 years?
Why you should consolidate your assets
Best feeling as an advisor

Ver todos los episodios