A Life Well Lived: Grow, Preserve and Transfer Your Wealth
Why Doesn’t My Financial Advisor Do That? (Ep.11)
September 13, 2022
Is your financial advisor doing all they can to keep you on the path of success?
There are six main areas that your financial advisor should be focusing on and providing to you, the client as part of their services.
In this episode of A Life Well Lived, Ken Ouellette explains the six different areas of financial advising in detail along with sharing stories and solutions.
- The importance of planning before retirement
- How estate planning can go horribly wrong without proper advice
- Why your financial advisor should be focusing on tax management
- Education funding – gifting $100 on their birthday or contributing to a 529 plan?
- And more
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