Podcasts Education Discovering and Living the Best Version...of YOU! So, You Want to be a Financial Advisor...Are You Nuts? - Featuring Cindy Crossett, RICP, WMCP

So, You Want to be a Financial Advisor...Are You Nuts? - Featuring Cindy Crossett, RICP, WMCP

Published: Dec. 16, 2022, 8 a.m.

Brief Episode Summary:

When one is contemplating their life-purpose, their chief reason for being, there are a myriad of reasons that someone might choose to become a career financial advisor…thankfully, some of them solidly grounded in a deep sense of ethics and morality, committed to putting the needs of others before their own, not just in word, but most importantly, in deed. For these true servants, their involvement goes well beyond financial remuneration and peer recognition, where the end results are largely out of their hands, and sadly, oftentimes less than hoped for, pulling on the emotional strings of both client and advisor. 
#financialadvisor #life-purpose #global #bullmarket #bearmarket #markets #volatile #volatility #stocks #bonds #correction #gold #hedge #inflation #annuity #longtermcareinsurance #medicare #investment #mutualfunds 

Key Topics

  • How long will the current negative stock market correction last, how deep will it be and how long will it take for markets to recover to their prior highs? Is there an answer one can rely on? 
  • As a person ages, should the percentage they hold in their portfolio as stocks be reduced and should it ever be reduced to zero?
  • Should gold make up some percentage of your total investment portfolio?
  • Is there a case to be made for ever including annuities in a portfolio?
  • The topic of Long Term Care Insurance can be a hotly debated one. What are some of the pros and cons of owning it and what role if any, does Medicare play in providing coverage?
  • To achieve ones financially goals, is it better to use a professionally managed investment platform or mutual funds and is one more cost efficient than the other?
  • Given that there's only so much a financial advisor can control, what's the most valuable benefit they can provide to their client?

Resources:

  •  Email link to episode...https://www.buzzsprout.com/859273/11879614
  • Connect with Cindy on her website at crossettfinancial.com
  • Connect with Cindy on her Business Facebook page at https://www.facebook.com/CrossettFinancial
  • Connect with Cindy on LinkedIn at https://www.linkedin.com/in/cindycrossett/     
  • Alan Freedman's link to register to receive new podcasts and other updates: http://eepurl.com/g1DSf9   
  • Link to tell us what podcast themes you'd like to  see us cover: https://form.jotform.com/210597899275071  
  • Sheri Sperry's website to connect with her, https://sellsedona.com/sedona-lifestyle


Call to Action 

  • If you enjoyed this week's podcast episode, I would greatly appreciate it if you would rate and review it
Support the show