Common Complaints About Financial Planning

When it comes to planning for retirement, the relationship you have with your financial advisor is crucial. Many people express common complaints about their financial advisors, from taking on too much risk to paying high fees or a lack of communication. In today’s podcast, Eric sheds light on these concerns and offers valuable insights to help you navigate your financial journey.

 

Here’s some of what we discuss in this episode:

• Assessing risk in investments.
• Understanding the value for your fees.
• Evaluating investment performance.
• The importance of holistic financial planning.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/