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I Don't Like Risk Tolerance Questionnaire's
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Manage episode 333049826 series 3354093
Вміст надано Greg Shepard. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Greg Shepard або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, your host Greg Shepard, shares with you why he doesn't like the antiquated Risk Tolerance Questionnaire.
Think of this episode as more of a PSA.
Listen as Greg shares with you why most financial advisors haven't evolved from the "normal" Risk Tolerance Questionnaire and how Greg utilizes Risk Tolerance Questionnaires in his financial planning firm.
Lastly, Greg talks you through an example as to why this backward thinking process is outdated and how your financial advisor needs to start with education first.
Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.
Other Resources:
Podcast Episode: What is a Backdoor Roth IRA Contribution?
Podcast Episode: Who Can Contribute to SEP IRA?
Small Business Financial Podcast
greg@shepardfinancial.com
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