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The Value of a Financial Advisor: Organizing, Monitoring & Guiding

Jun 19, 2019

This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 7th installment in their series, The Value of Working with an Advisor. Listen and learn all about how financial advisors can assist you with preparing, analyzing, and guiding your ever-changing financial situation. Bill and Pete point you in the right direction for budgeting, reviewing recurring fees, and overcoming disorganization.

 

Episode Highlights:

 

  • 01:45 – Bill Bush and Pete Bush introduce the topic of organizing, monitoring and

             guiding your financial life.

  • 02:45 – How can not having a budget becomes a setback?
  • 03:41 – Are you paying too much in taxes?
  • 04:47 – What financial opportunities are you missing out on by being disorganized?
  • 05:40 – Make sure you have a 3-6 month emergency fund.
  • 06:50 – Are you paying too much for insurance?
  • 07:51 – What is your process for reviewing interest rates?
  • 08:52 – Have a plan to have something to measure your financial life against.
  • 09:47 – Are you letting your time management fall apart?
  • 12:06 – Update your plan to adjust to life changes.
  • 14:00 – Not knowing your numbers is a huge mistake.
  • 15:15 – Are you up-to-date on technologies that can help you stay organized?
  • 16:40 – Take advantage of the experience that advisors have to speed up the

             process.

  • 17:15 – Financial advisors can simplify the complex situations and minimize fear.

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3 Key Points:

  1. Give a name to every dollar that you spend to keep a strong budget
  2. Pay attention to interest rates and mortgage rates.
  3. The “I will get around to it” excuse is a form of being disorganized.

 

Tweetable Quotes:

  • “Have you ever stopped and kind of put a price on disorganization might be costing you?.” – Pete Bush.
  • “If you stay ready you don’t have to get ready.” – Pete Bush.
  • “A high percentage of Americans can’t withstand an emergency of even $400 dollars...which is in this day and time nothing.” – Pete Bush.

 

 

Resources Mentioned: