Don't Waste Your Annual Financial Review

About this episode

The episode discusses the importance of making the most out of your annual financial review with your advisor.

Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it's done right. Today we're going to talk honestly about what that meeting looks like when it isn't... and what it looks like when it is. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated…

People in this episode

Host: Charles Welde

Topics covered

• financial review
• financial advisor
• investment advice
• financial planning
• annual meeting

Keywords

• financial review
• financial advisor
• investment advice
• annual meeting
• financial planning

Mentioned in this episode

Organizations: Prosperity Capital Advisors, CP Welde Group, SEC, PCA

Places: Ohio

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