Payne Points of Wealth

Payne Points of Wealth


Ep #12: Campaigning For Your Retirement With This Financial Platform

August 15, 2019

With another round of campaigns taking center stage around the country, we thought it would be a good idea to create our own financial advisor platform. What key points would we focus on to earn your vote? We’ll share those before brining on Michelle McKinnon for the spotlight segment.Check out the full show notes by clicking here. ----more----Today's rundown:1:09 – What would Bob’s platform be if he was running for financial advisor?2:13 – Risk has different meaning for each person.3:00 – A common fear for people is running out of income. That’s another part of Bob’s platform.4:42 – Also on the platform is uniting the different elements of a portfolio by having them work in harmony.9:18 – Mailbag time9:46 – Question from Claire: Should I move my IRA away from a place that charges a 2.5% fee?13:06 – Question from Doug: I just got a raise but now I make too much to put money into my Roth this year. Where should I invest my money instead?16:30 – CFA Michelle McKinnon joins the show.17:30 – Client story: Gentleman came in because he wanted to get his wife involved so she knows about the accounts/investments should anything happen.  18:13 – How their portfolio looked and some surprises they found.22:17 – How much money can be generated when a portfolio gets repositioned to fit the client.