On today’s episode, we’re talking about things that drive your financial advisor crazy about the financial world.   

Read more and get additional financial resources here: https://principalpreservationservices.com/retirement-reality-podcast/ 

What we discuss on this episode: 

1:21 – Coronavirus vaccine

3:10 – Hidden fees

5:08 – Advisors who put their own goals ahead of their clients

7:00 – Cookie cutter (one-size-fits-all) sales pitches9:15 – Big companies who push products

11:12 – Buzzwords and jargon that don’t mean anything to the average person

13:25 – Financial plans that consist of dozens of pages that no one can understand

16:48 – Mailbag: Should we refinance our house?