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WealthHealth Radio - 2008-07-05 - Choosing an Advisor PDF Print E-mail
Written by John D. Buerger, CFP®   
Saturday, 05 July 2008 14:30

Wealth Health Radio

Check out the Wealth Coach on the Radio!


ANSWERS TO QUESTIONS - We answer a range of questions that had been emailed into us the past week plus take some phone calls.

  • What are good investments for these uncertain economic times? - I brief primer on the basics of a balanced, global asset allocation.
  • Can You Be a Do-It-Yourself Planner - Discussion of the main reasons why we believe you should have a professional helping you with your financial strategy.  However, there is no law that says you cannot do it yourself - we just don't think the results will be in your best interests.
  • Should I Change My Financial Advisor? - The Wealth Coach discusses the criteria that should be used when deciding to stay with your financial and investment advisors.
  • Sad Estate Planning Story - Cites an example in the news that demonstrates WHY having both short term and long term guardians - and making sure that information is available to authorities - is critical to building a secure future for your family.


Tune in live each Saturday at 10am Pacific www.920kvec.com

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Last Updated on Friday, 19 September 2008 17:32