Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

Excuses Why You’re Working With The Wrong Advisor

ON THIS EPISODE:

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.

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Contact – Call: 888-534-994

More Episodes:

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.

Contact:

Website: https://centrusfs.com/contact/

Call: 888-534-9994

Retirement Planning For Business Owners
2021 Tax Tips Recap
Mailbag Show
What Are The Three Qualities Of Money?
Play Nice In Your Sandbox, Part 2