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Ep 46: Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.

2021-11-29T08:51:47-06:00December 2nd, 2021|Podcast|Comments Off on Ep 46: Unreasonable Requests

Ep 3: Lies You Learn in Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.

2021-03-01T11:01:56-06:00February 20th, 2020|Podcast|Comments Off on Ep 3: Lies You Learn in Broker School
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