Episode 301: [Money Talks] Knowing When to Call a Financial Advisor

Not Your Average Financial Podcast™

In this episode, we ask:

• What is one of the most satisfying parts of my work?
• When is a good time to call?
• What about a story?
• Are bankers gonna bank?
• Are collectors gonna collect?
• When is it crucial to get a second set of eyes and ears?
• What about dramatically improving your financial situation?
• When should you call me?
• What about the unexpected times?
• Are you going into debt of any kind?
• Are you in the midst of a job change?
• Are you retiring or considering retirement?
• Did you receive or are you about to receive an inheritance?
• Have interest rates changed in a substantial way?
• Has the stock market changed in a substantial way?
• Do you pay tax on your social security?
• Do you pay the alternative minimum tax?
• Did you get married?
• Did you get divorced?
• Did you have a child?
• Did you have another child?
• Did you take on an aging parent?
• Did you buy a home or are you considering buying a home?
• Did you start a business?
• Are you in the midst of a catastrophic illness, such as a heart attack, stroke or cancer?
• Did you win the lottery?
• What other reasons can you think up to call us?
• Would you like to call our office at 1-800-962-9141?
• Would you like to book with Mark?
• What did Jim Rohn say?
• What about rock, paper, scissors?
• How are we predictable?
• How might we need to adapt?
• What about an example?
• How might we fix this?
• Who taught you that?
• How’s that going for you?
• Might it make sense to ask for help?
• How might we discover opportunities in the midst of obstacles?
• What are the traps?
• What did Dwight D. Eisenhower say?
• What are the dynamics?
• What did Napoleon Bonaparte say? What happened in 1805?
• How might you be resilient?
• What did Russ Alan Prince say?
• How many actually implement the plan?
• What does this mean?
• Who struggles to follow through?
• What about the importance of ongoing communication?
• What about a giant binder?
• What about a relationship?
• What about planning?
• What is your specific concern?
• What about goal setting?
• What about taking targeted action?
• What about a broad overview?
• What about just in case vs. just in time planning?
• Are you collecting pebbles?
• Are you ready to take the pebbles out of your pocket?
• Would you like to make an impact?
• Where do monkeys outperform market managers?
• What about a divorce case study?
• Would you like to book with Mark?