Ep 95: What If My Advisor is Wrong?

 
 

“Have you ever had that thought: What if my advisor is wrong? It’s a fair question—especially when the future feels uncertain.

Today, we’re going to talk openly about that doubt—and explain what advisors are actually meant to do.

If you have questions, you can always reach out at hello@brindleandbay.com.

For more information visit us at www.brindleandbay.com

Have a question? Text us! (214) 988-9178

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In this episode:

[1:58] What an advisor not responsible for?

[3:45] Setting expectations

[6:37] The Value of an Advisor

[9:55] What does the research say?

[10:56] Planning assumptions

 
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Ep 94: How To Spend For Maximum Happiness In Retirement