Many decisions create pros and cons or lead to a benefit or a consequence.

In this episode, Nick and Connie will talk through making financial decisions boldly understanding how each decision will impact your retirement.

[2:15] Your advisor should help walk you through financial decisions.

Your advisor should:

[2:36] Help you understand potential tax consequences of selling stocks.

[5:12] Assist you in making decisions after receiving an inheritance.

[7:27] Explain the difference in a Traditional IRA and a Roth IRA

[10:32] Help you think through benefits and drawbacks of paying off your home.

[11:27] Explain the risk and reward in reducing the risk in your portfolio.

Lifestyle Planning