Tracy wrote in wondering how an advisor like Spiros could help her as she becomes emotional about finances. We focus a lot on behavioral finance and make sure our clients are prepared with a robust plan. Join us today as we explore these questions and more on CDs, life insurance payouts, and convincing spouses to retire.
What We Discuss Today:
0:40 – Getting ready for the summer
1:56 – Can I justify paying for a private college?
4:00 – Should I budget before meeting with an advisor?
5:00 – I am emotional about money; how can you help me?
9:37 – How much money in the bank is too much?
11:11 – What should I do with a life insurance payout?
14:27 – How can I convince my husband to retire?
“Investing early and staying invested, you’re going to take advantage of the compound effect.” – Spiros Vassilakos