On this episode Jerry and Nick welcome back New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Millionaire, Smart Women Finish Rich and Smart Couples Finish Rich. He’s also been a guest on the Oprah Winfrey show several times and is considered one of America’s most trusted financial experts.
We talk with David about:
- How too many people think they have a financial advisor, but come to find out they are missing that all important written financial plan.
- What the key parts are to a solid written plan.
- What things you should be looking for in a financial advisor.
- What should you keep in mind when investing in today's market.
- What is a financial stress test and should you get one.
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
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