Cut The Crap Retirement Show

What Drives Your Financial Advisor Crazy

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. As you would expect, Chris will give it to you straight.

 

Read more and get additional financial resources here: https://pffirm.com/2021/01/what-drives-your-financial-advisor-crazy/ 

 

What we discuss on this episode: 

2:49 – Hidden Fees

4:14 – Clients that are worried about their own goals over their client

6:49 – How can you tell if an advisor is putting their goals first?

7:26 – Big brokerage firms pushing products

9:04 – One-size-fits-all sales pitch

10:07 – It reflects poorly on the industry

12:05 – Buzzwords and jargon

15:08 – Financial plans that are too long

Beginning of the Year Planning Items for 2021

The new year means it’s time to start laying out plans and goals for 2021. Let us help you with the financial side of those resolutions by highlighting six planning items to review over the next 12 months.

 

Read more and get additional financial resources here: https://pffirm.com/2021/01/beginning-of-the-year-planning-items-for-2021/ 

 

What we discuss on this show: 

3:15 – Expecting another unpredictable year in 2021

4:40  – Maximize your contributions

6:19 – Review the pandemic relief packages

8:16 – Exploring possibilities for tax-loss harvesting

9:33 – Charitable contributions

11:37 – Consider purchases that could give you a tax credit

13:19 – Roth Conversion

15:48 – Making planning a priority this year

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