Tag Archives: Long-term Planning

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38. Advisor Credentials & Why Retirement Budgets Fail

Finance, Financial, Retirement, Taxes, , , , , , , ,

What kind of credentials does your financial advisor have? If you are working with an advisor with a credential of some type, what might cause your retirement plan to fail anyway? 

In this episode, J Barry Watts dives into the various credentials a financial advisor can carry, and shares the difference between many of those credentials. Barry details a little about the history of advisor credentials before examining why retirement budgets fail, and why trusting someone with certain credentials is not always the best idea.

Barry discusses:

  • The history of credentials in the financial industry
  • Who can call themselves a financial advisor, and why you shouldn’t trust someone just because of their credentials
  • His advice on what to ask your advisor
  • Why retirement budgets fail
  • And more

Connect With Barry Watts:

 

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37. What To Do With Cash Now

Finance, Financial, Retirement, Taxes, , , , , , ,

Are you sitting on cash, afraid to invest it in the markets during this crazy time in our country? Are you unsure what to do? 

Well, you’re not alone.

In this episode, J Barry Watts speaks simply about what to do with your cash now. Barry details three steps to take, including why it is important that you stay invested. Barry also shares why so many people are feeling uneasy about what to do with their cash during this precarious time.

Barry discusses:

  • Why people are feeling uneasy about what to do with their money now
  • The upheaval of political, social and economic standards in America
  • Why you have you stay invested in the markets
  • Three things to do with your cash now
  • And more

Connect With Barry Watts:

 

Podcast: Play in new window | Download

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More