Phil’s Tax Hacks

Ep 148: Going Against the Grain

August 25, 2022

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

Join us on today’s episode as we break down these major topics:

  • How much risk is too much risk for you? (1:52)
  • The benefits of life insurance (3:29)
  • Managing debt- is all debt bad? (7:12)
  • Using annuities as a tool (9:19)
  • All about mutual funds (13:40)
  • Should you keep cash in the bank, other than your emergency fund)? (16:10)

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