financial advisor – From The Bach Row

I had a couple of millennials on my team during my Manager/Leader years, and they are a completely different than my generation in the best possible way. The speed and efficiency with which the millennials can process complex technical information that boggles my mind. They are blank slates and their brains are like sponges that absorb all kinds of information and stimuli. We all have to be conscious to filter a few things that we say and do just a little bit, as most of us have twenty-plus years of experience and these folks have just three. They do take things at face value and yet don’t have the experience to read between the lines or learn how to filter some of the chatter that goes on. I’m happy to report, that this has not changed from the time some of us were twenty-somethings ourselves. I’ll leave working and training millennials alone for the moment as I’m still trying to develop best practices without sounding like a parent. There are exceptions though, and one of those topics that are covered in the theme of this blog. Continue reading “Here’s Why I Don’t Need a Financial Advisor”

I have some time free available between “job hunting” activities to explore different areas of interest. A few weeks ago, I got an invitation in the mail to sign up for a free retirement seminar. Normally, I would shred these without a second thought because nothing is ever free or they usually have some strings attached. In this case, I decided to sign up since it was at a convenient time and location. It was my first seminar on this topic and I knew there had to be some kind of sales pitch involved.
I have never been to one of those infamous vacation time-share seminars. I heard a few stories about how they wouldn’t let people leave the room without enduring many high-pressure closes for commitments before collecting their free “gift”, just for listening. Preparing myself for this approach, I went to the seminar with an open mind. Continue reading “Here’s Why I Don’t Need a Financial Advisor (Part II)”