The Number One Question I Get As A Financial Advisor
Автор: Grant Ellis, CPFA®, AIF®
Загружено: 2025-05-29
Просмотров: 161
As a financial advisor, the most common — and most profound — question I hear is:
Am I going to be okay?
In this episode, we unpack what that question really means and why it goes far beyond dollars and cents. Money is emotional. It’s tied to our sense of security, identity, and future. That’s why answering this question is at the heart of true financial planning.
✅ Why there are no guarantees in financial planning
✅ How great planning is really about mitigating risk
✅ Why focusing on inputs — not outcomes — can bring peace of mind
✅ The surprising freedom that comes from letting go of what you can’t control
If you’ve ever worried about your financial future — even if you’re doing “everything right” — this conversation is for you.
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If you have questions or want help navigating these conversations, don’t hesitate to reach out:
📧 [email protected]
👋 Visit us at EllisRetirement.com
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