Ep 23: Is Your Annual Investment Review Actually Helping You?

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By Dan Reese. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

Contact:

https://www.averywealth.com/

517-783-1695

56 episodes