The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

Is the Customer Always Right?

Posted on May 21st, 2020

When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and your financial plan?


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Today's show schedule: 

0:42 - What’s open and what is still closed during the pandemic?

4:13 - A financial advisor’s job includes giving some pushback and feedback.

8:05 - You need to understand how each piece of your plan fits together.

9:41 - Know the difference between a good plan and gambling.

13:07 - When you work with an experienced professional, allow room to hear their advice.

14:41 - Carefully consider the details of various elements in your estate plan and insurance needs.

16:29 - You need to have long-term strategy instead of constant changes.

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