Nov 7, 2019
How would you rate your financial health? Is it thriving? Or is it failing? Or maybe somewhere in between? Let's find out.
0:16 - How to find out your financial health.
2:15 - Are you making mistakes and if so, is there time to recover?
4:04 - Listeners of the show recently came in wondering what was wrong with their financial plan.
7:21 - A client in Lynchburg checked their variable annuity and got out of it.
8:20 - It’s important to realize when you don’t understand or need help.