Category Archives: Coach’s Corner

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June 29, 2017

Coach’s Corner: Defining the Role of a Custodian

What is a Custodian?

Meghan Tait breaks down the role of a custodian and highlights the safety features of the Customer Protection Rule

 

Learn more about The Customer Protection Rule

Watch more discussions at the Coach’s Corner on YouTube!


“Defining the Role of a Custodian”, Hosted by Meghan Tait, Filmed May 31, 2017; This is video 2 of a 3-part series, “The Right Basket For My Eggs”

Coach’s Corner is a Financial Coach video blog series. © 2017 Financial Coach.

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June 13, 2017

Coach’s Corner: The Stable of Advisors

Don’t put all of your eggs into one basket.

Challenging this notion, Jeff Mastronardo highlights the potential benefits of hiring only one Financial Advisor/Firm to manage all retirement assets.

 

Download The Advisor Assignment

A free guide with resources for verifying credentials and tips on performing research before hiring a financial services professional.

Watch more discussions at the Coach’s Corner on YouTube!


“The Stable of Advisors”, Hosted by Jeff Mastronardo, Filmed May 31, 2017; This is video 1 of a 3-part series, “The Right Basket For My Eggs”

Coach’s Corner is a Financial Coach video blog series. © 2017 Financial Coach.

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May 31, 2017

Coach’s Corner: Competing Objectives

The 3-Headed Monster

Can a financial product really solve this quandary?

“I need to grow my assets while keeping pace with inflation and generating income… without losing money in the process.”

 

Sound familiar?

Mike Traynor and Owen Mulhern discuss why, we at Financial Coach, consider these objectives to be competing, and how a PLAN, not a product, may be a better solution.

 

Don’t buy a product… BUILD A PLAN!

Begin building your plan at: financialcoachgroup.com/how-we-work-together/discovery

Watch more discussions at the Coach’s Corner on YouTube!


“Competing Objectives”, Hosted by Mike Traynor and Owen Mulhern, Filmed May 30, 2017

Coach’s Corner is a Financial Coach video blog series. © 2017 Financial Coach.