Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
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Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
What Financial Advisors Wish Every Investor Knew (Part 1)
Retirement Reality Podcast
14 minutes 47 seconds
11 months ago
What Financial Advisors Wish Every Investor Knew (Part 1)
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
Here’s what we discuss in this episode:
0:00 – Intro
2:02 – Investment costs
3:40 – Real risk
5:40 – Motivation behind information
8:06 – Setting realistic goals
10:27 – Long term over short term
11:35 – One-size-fits-all planning
Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.
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Retirement Reality Podcast
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
