Going Against the Grain
Spiros Vassilakos · CEO & Private Wealth Advisor
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 to learn more about these topics:
- What is the appropriate amount of risk for a retiree? (2:58)
- Here are different ways you can use life insurance throughout your life. (5:34)
- Is there such a thing as good debt? (8:13)
- Is an annuity right for you? Find out here. (12:04)
If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.
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Quotable Moment:
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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