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 2)
Retirement Reality Podcast
13 minutes 31 seconds
11 months ago
What Financial Advisors Wish Every Investor Knew (Part 2)
Today it’s part two of our discussion about the crucial insights every investor should know before stepping into a financial advisor's office.
This week, learn about the importance of comprehensive planning beyond investments, the emotional side of financial decisions, and the value of diversification. Discover why financial planning isn't just for the wealthy and the significance of working with a fiduciary. Plus, get insights on maintaining regular reviews of your financial plan and why consistent contributions to your 401k matter more than market timing.
Here’s what we discuss in this episode:
0:00 – Intro
1:42 – Emotions
3:18 – Diversification
4:33 – Planning not just for the wealthy
6:35 – Reviewing regularly
8:06 – Fiduciary
10:25 – Question on retirement contributions
Learn more about Principal Preservation Services: https://principalpreservationservices.com
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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.
