What You Really Meant to Say Was…

Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you might hear someone say and break the code by telling you what they really meant.

 

Read more and get additional financial resources here: https://pffirm.com/2021/06/what-you-really-meant-to-say-was/ 

 

What we discuss on this episode: 

2:49 – Market Corrections

4:26 – Stocks  

8:03 – Setting parameters and expectations

9:44 – Fee structures  

12:15 – Financial Designations

15:52 – Making Planning Too Confusing