Retirement Reality Podcast
Ep #1: Signs Your Financial Advisor Isn’t Right for You

Ep #1: Signs Your Financial Advisor Isn’t Right for You

August 30, 2019

It’s not uncommon to meet people that aren’t completely satisfied with their financial advisor but don’t feel the need to make a change. Many times, relationships have been formed that prevent clients from making a tough choice, but other times the excuses are a little flimsier. Find out some of the common signs that your advisor might not be a great fit in this episode.

Podcast Website: https://principalpreservationservices.com/retirement-reality-podcast/

Today's rundown:

3:27 – In the news: Reacting to the campaigns to forgive student debt.  

6:29 – Mike shares his personal philosophy on how to handle student loans as parents.

7:45 – Conversation about advisors begins.

8:13 – Common excuse from clients: My portfolio hasn’t done well but he’s a nice guy and I don’t want to make a change.  

9:20 – Common excuse #2: I don’t understand everything in my portfolio but money isn’t really my thing.  

10:38 – Common excuse #3: We don’t regularly get together for reviews and we don’t talk often, but I assume he’s taking care of me.

11:54 – Common excuse #4: He doesn’t really specialize in retirement planning but he’s an old friend so I stick with him.

13:28 – What advice would you give someone that might be in this situation and having second thoughts?

Ep #0: Getting to Know Mike Kojonen & the New Podcast

Ep #0: Getting to Know Mike Kojonen & the New Podcast

August 26, 2019

Before we launch the first episode of the Retirement Reality podcast, we wanted to introduce you to the show and the people. In this ‘Getting to Know You’ episode, we’ll learn more about Mike Kojonen, his business, and the future of the podcast.

Check out the full show notes by clicking here.  Read the rest of this entry »