Highlights from this episode include:
- Why confidence in your financial position can lead straight to bankruptcy ([6:23])
- The surprising reason your advisor’s fees make you more money than they cost ([8:36])
- Exactly what you should do when your financial advisor is underperforming to get your investments back up ([10:10])
- The “Concept Slave” mistake that will devastate your portfolio and how to free yourself from its shackles ([10:49])
- Why you should never bank on an inheritance (even after you’ve received it) ([13:18])
- How your financial success can be your financial downfall ([16:12])
- 3 “Anti-Aging” reasons to get your financial plan in place today ([19:03])
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