On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

June is designated as National Effective Communications Month, and in honor of that, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things and set some expectations for what’s appropriate and effective.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/