Aug 20, 2021
We meet people every day that either work with or have worked with a financial advisor, and during those conversations we hear many of the same complaints. Let’s dive into the issues facing may pre-retirees and how we address them with our clients.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-214-common-complaints-people-have-about-advisors/
What we discuss on this episode:
1:08 – Peak of the homebuying frenzy?
2:38 – Mailbag question on paying for a swimming pool
5:38 – Complaint: Taking on too much risk
9:21 – Different biases we have
11:03 – How do you determine risk in your portfolio
14:13 – Complaint: My fees are too high
17:20 – Complaint: My account didn’t grow much
18:34 – Complaint: I only hear from my advisor when they want me to buy a stock
19:03 – Mailbag question on investments for grandchildren
20:49 – Mailbag question on investing outside of stocks