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Why Are You Making Excuses For Sticking With The Wrong Advisor?


On This Episode:

Very often, we find that people wil stick with a broker or financial advisor who's doing a less than stellar job, and there's usually a handful of reasons why. Charles will poke some holes in those excuses, and give you a healthier picture of what your financial advisor should be doing for you if he or she is truly a good fit. We'll also take a look at some recent news items related to the student loan debt crisis.

Show Notes:

1:45 - In The News: Proposed solutions to student loan debt crisis

5:41 - Why Are You Making Excuses For Sticking With The Wrong Advisor? 

7:42 - Common Excuses: "I get confused when there's a meeting."

11:16 - Mailbag Question from Alex: Should I take risk off the table with my 401(k)?