Episode 43: When to Seek Financial Advice and When to Change Advisors

In this week’s episode, Jay Peroni, CFP tackles some common life events that often cause families to make a shift to seek out professional help and retirement wisdom. He examines some key reasons and what you should look for as you seek guidance for retirement. Then Jay looks at some common reasons why investors change financial advisors. Most often, it’s not just about the returns. What should you seek out in an advisor? Then later in the show, Jay covers the pros and cons of 401ks, a look at the glass as half full or half empty with the Fed on interest rates, the economy, and inflation. Then he goes over the risk and rewards of cryptocurrencies. How to prevent scams and also diversify your portion. Listen in on an action-packed episode!