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On today’s show, we talk about how to make sure “pay to play” scenarios aren’t impacting your financial planning. We also discuss some important questions you should ask potential advisors to make sure your best interests are protected.
Even before the COVID-19 pandemic, unexpected early retirement was on the rise. The broad challenges of globalization combined with shifting workplace dynamics had led to a wave of downsizing, buyouts, and sudden termination. COVID-19 is accelerating many of those changes to how, when, and where folks work, but it’s also had an immediate and devastating effect on employment.
Last week’s job numbers have had a big impact on this week’s main topic of discussion: reopening.
We’ve all just gone through one of the most tumultuous weeks in recent American history – not just for the financial markets, but for how we live our everyday lives. So we’re releasing this podcast episode a little earlier than usual so that you can get our latest take on the coronavirus situation and the broader economic picture.
This time last year, the big story in finance was gearing up for our first go around with the new tax laws that were passed at the end of 2017.
There’s a good reason why many fiduciary advisors have replaced the outdated phrase “retirement planning” with terms like “life-centered planning” when describing what we do.