Cut The Crap Retirement Show

Are Advisors Invested in Your Results?

Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table.

 

Read more and get additional financial resources here: https://pffirm.com/2021/04/are-advisors-invested-in-your-results/ 

 

What we discuss on this episode: 

1:37 – What does Chris do after tax day?

4:36 – All about trust

5:46 – Setting expectations

10:29 – Acting emotionally

13:57 – Open door policy

16:33 – Final thoughts

What You Need to Know About Annuities

Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.

 

Read more and get additional financial resources here: https://pffirm.com/2021/04/what-you-need-to-know-about-annuities/ 

 

What we discuss on this episode: 

3:42 – The different types of annuities starting with Fixed

4:44 – Variable

6:54 – Fixed Index Annuity

10:00 – Pros and cons

15:11 – Performance during bull and bear markets

21:58 – Who is an annuity good for?

26:26 – Chris works with clients quite a bit on this

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