Mailbag: Should I Fire My Broker?

Navigating life's financial crossroads can be tricky, especially when it involves your financial future. In this episode of Retirement Ready, Eric addresses these complex issues head-on. How do you best evaluate your broker and your investment performance against the S&P 500? Eric says a lot of that comes down to setting expectations and understanding the risks. Then, Holly wants to know what to consider before making a midlife career change.

 

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

• Mailbag: Do I need to fire my broker?
• Mailbag: What to consider about switching careers in your mid-fifties.
• Mailbag: How to support adult children living at home.  

 

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