Ep 11: Awkward Conversations With Your Financial Advisor – Part 2

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.   

 

Show Notes: https://www.baschrock-fg.com/podcast/ep-11-awkward-conversations-with-your-financial-advisor-part-2/

 

Today's Rundown: 

0:38 – Here’s what we’re talking about in part two of our series.

1:28 – Thanksgiving traditions for Ben and his family.

3:00 – Awkward conversation: Do your children understand your estate and legacy plan?

5:06 – The cleanest way to pass on your estate is by working with an attorney.  

5:47 – Awkward conversation: Do we need to keep working longer than we’d planned?

7:35 – Sometimes that conversation turns out to be great for the client.

8:25 – Awkward conversation: Separating from an advisor that isn’t a great fit for you.

9:40 – How often do you speak/communicate with your clients?