Beste Financially Fearless podcasts (2024)

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Ep 9: Do You Concur? Picking Sides In Important Financial Debates 24:58

2y ago24:58

24:58

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): https://h…

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Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor 20:11

2y ago20:11

20:11

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes abov…

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Ep 7: What To Do As You Count Down The Days To Retirement 23:11

2y ago23:11

23:11

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0 Book A Visit Online: http://bookachatwithjoe.com/ Call: 505-500-4032 Online: https://j…

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Ep 6: Is Your Advisor An Effective Communicator? 19:38

2y ago19:38

19:38

June is designated as National Effective Communications Month, and in honor of that, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things and set some expectations for what’s appropriate and effective. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.page…

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Ep 5: Reasons You SHOULD Get Life Insurance 23:28

2y ago23:28

23:28

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once …

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Ep 4: The Most Important Birthdays In Retirement Planning 21:17

2y ago21:17

21:17

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): htt…

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Ep 3: Why Values Based Planning Is Essential 20:01

2y ago20:01

20:01

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0 Book A Visit Online: http://bookachatwithjoe.com/ Call:…

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Ep 2: Who Even Needs A Financial Advisor? 19:20

2y ago19:20

19:20

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Contact & Helpful Links: Ultimate …

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Ep 1: Get To Know Jose & The Financially Fearless in Retirement Podcast 12:24

2y ago12:24

12:24

Welcome into the first episode of the podcast! To kick things off, we get to know Jose Sanchez, CFP®, and his business, goals for the podcast, and what it means for him to be a financial advisor. Contact & Helpful Links: Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d…

Podcasts die het beluisteren waard zijn

Financially Fearless Podcasts

Podcasts die het beluisteren waard zijn

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Financially Fearless Retirement with Jose V. Sanchez, CFP®

Jose Sanchez

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Ep 9: Do You Concur? Picking Sides In Important Financial Debates 24:58

1
Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor 20:11

1
Ep 7: What To Do As You Count Down The Days To Retirement 23:11

1
Ep 6: Is Your Advisor An Effective Communicator? 19:38

1
Ep 5: Reasons You SHOULD Get Life Insurance 23:28

1
Ep 4: The Most Important Birthdays In Retirement Planning 21:17

1
Ep 3: Why Values Based Planning Is Essential 20:01

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Ep 2: Who Even Needs A Financial Advisor? 19:20

1
Ep 1: Get To Know Jose & The Financially Fearless in Retirement Podcast 12:24

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