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Have you ever wondered why, financially, things just seem a little off? Your portfolio looks correct. The advisor sounds good. Your accounts? Well, they appear to be sound and not losing too much money. If all is well, then what seems to be the problem? Do you have an uneasiness about your advisor? Maybe you've asked yourself, "How financially astute am I really? I mean, am I doing the right thing? Am I with the right advisor? Are they making the right decisions with my money?" Friend, you are on the right track. Asking yourself questions about your money is aways the right thing to do.
In this book, the author discusses the mindset that one should have when considering giving a Financial Advisor (FA) their business. Perhaps you may already have a FA but every time you look at your investment accounts, something just seems off. Conversations...seem different? Do you feel like you're an inconvenience? Do you feel rushed when asking questions about your financials? My friend, this should not be.
Financially-Speaking encourages you to become an educated investor. When it comes to your finances, ignorance is never bliss and what you don't know may hurt you...it could even kill you. Who has another forty or fifty years to accumulate wealth all over again? Most people don't have another four decades of life just sitting around on reserve. Exacting due diligence against the fragility of financial failure is a must. Closing your eyes while driving has never been a smart thing to do. Benjamin Franklin said it best, an investment in knowledge pays the best interest. Dividends anyone?
