Welcome To The “Her Wealth Matters” Podcast
When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?
Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/
Today’s show schedule:
1:42 – “I think I can time the market.”
3:19 – “I know what I want to invest in, just pick the funds for me.”
5:04 – “I don’t need to spend the money on life insurance or long-term care.”
6:35 – “The fees are too high!”
8:23 – “My accounts are down right now, this isn’t working.”
Financial and retirement guidance from J’Neanne Theus, financial planner at Her Wealth Matters & Theus Wealth Advisors in the Columbia, MD area. It’s our mission to help you prepare for a prosperous retirement and financial future.
You can also catch Her Wealth Matters on the radio. Tune in Sundays at 3pm in the Baltimore area on 680 WCBM!