Not Your Average Financial Podcast™
Episode 301: [Money Talks] Knowing When to Call a Financial Advisor
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?