On this week’s episode of Roadmap to Retirement, we are going to recap the last 10 episodes with questions that clients and listeners have sent in! I am joined this week by my good friend and fellow advisor, Marshal Scheidt! Make sure to subscribe, follow the roadmap and keep sending in questions!  Thanks for listening!

Key Takeaways:

• Interest rates on houses – how you should be advised
  
• Benefits to look for other than salary with a new job
  
• More than one 401k? Bad idea…
  
• Do we do taxes?
  
• Life insurance policies – do you need one? if so, at what age?
  
• Financial advisor industry – what’s changed in the last 10 years?
  
• Why you should consolidate your assets
  
• Best feeling as an advisor