The True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk

Would it be worth paying 1% of your assets under management to receive 1.5%-4% higher account growth over an extended period of time? Potentially going from ~$1.3M to ~$2m or ~$1.3M to ~$4m?

What's the "hottest" financial tip or "trade secret" you've seen on social media recently?

Save more than you spend.
Diversify across asset classes.
Invest regularly (even during bear markets and corrections).
Be mindful of costs.
Don’t panic during selloffs.

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Weekly Retirement Planning Coffee Talks are an informal way for me to have conversations and answer questions with people even if they are not my clients for free. You are welcome to join the Facebook live or stop by my office for free coffee.

There is no pressure to work with me or become my client by stopping by in person or online.

It is my mission to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to only having 100 or less active clients at all times that I have a fiduciary responsibility to. Even though I limit myself to only working with 100 clients at any given time. It is still important to me to provide as much value as I can to as many good people as possible. Which is why these conversations are so important to me.

Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation. And this is live so I may make a mistake from time to time.
#MoneyNotMath #RetirementPlanning #EmptyNesters #5StoneFinancialGroup #investing #money #FinancialEducation #Retirement #coffee #SocialMedia #WarrenBuffett
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Please email me at drew@5stonefinancial.com if you would like to be added to our newsletter.

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