184. Six Q's to Make an Advisor Squirm | Pentagon Pizza Theory

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Financial Pathway

Nate Skelly

197 episodes

1 week ago

Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

Investing

Business

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Go to the next level in your finances with news, insights, and education from Nate Skelly CFP® Website: nateskelly.com Email: info@nateskelly.com

Investing

Business

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184. Six Q's to Make an Advisor Squirm | Pentagon Pizza Theory | Common Myth-Conceptions

Financial Pathway

14 minutes 50 seconds

4 months ago

184. Six Q's to Make an Advisor Squirm | Pentagon Pizza Theory | Common Myth-Conceptions

- Common Myth-Conceptions: things you grew up believing that aren't so- Millions of Millionaires: the US added more than a thousand new millionaires every day in 2024- Retirement Savings (Good News/Bad News) - Vanguard reports shows that retirement savings AND 401k hardship withdrawals at all time highs- Pentagon Pizza Orders Theory: increased pizza orders near the Pentagon can predict international conflicts or times of crisis. - 6 Questions to Make An Advisor Squirm: get to the truth of what an advisor can and can't do for you- 10th President John Tyler's Grandson Died This Year: RIP to one of my favorite history factoids