As Wealth Advisors, Bob and Mary Jo are continually asked both hard and easy questions. However, they get many of the same questions over and over as clients strive to find contentment with their financial situation(s). With this in mind, this episode covers some more of the top questions that many financial advisors, like Bob and Mary Jo, are asked on a daily basis.
My how time flies! It’s already been a year since our first podcast episode of “Christian Financial Perspectives” was released. We are celebrating one year with our 52nd episode recapping some of our favorite episodes.
Have you ever heard something that sounds too good to be true on a radio program where “Financial Planners” hype certain products that offer great returns at little to no risk? They often sound too good to be true, and listeners are getting sucked in to a promise that is misleading and something that they may not fully understand. In this episode, Bob and Mary Jo cover many key points to protect yourself and equip you to make more informed decisions.
Volatility in the markets can lead to many doubts when it comes to financial decisions. As experienced advisors who have seen many market downturns as well as many periods of strong market growth, Bob and Mary Jo have established some best practices, which they share on this episode.