Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together Podcast Por  arte de portada

Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together

Is Your Financial Advisor Trying to Upsell You? | When Talking About Risk and Loss, When Is Enough, Enough? | How the Shamrock Shake and Your Retirement Taxes Go Together

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On this episode:

  • You buy something and they try to add on and add on. Is your financial advisor doing it too?
  • Your risk profile: Where is your bottom? Or is that even the right question?
  • This could be your biggest hurdle if you retire early.

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