Episode Details

When it comes to your financial future, who you listen to can make all the difference. In this episode, Phil shares the story of a long-time client who was swayed by a pushy insurance agent into making a potentially detrimental financial decision. Despite having a well-thought-out plan and a balanced portfolio, the client was convinced to move all their assets into annuities by an agent who played on their fears about market volatility.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:08 – Client story

6:09 – Working with an advisor who understands your needs

8:51 – Having a comprehensive plan

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