

Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants
Jan 30, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Women's Financial Planning
02:25 • 5min
Financial Planning for Women
06:59 • 3min
Will and Estate Planning
09:57 • 2min
Psychometric Risk Profiling at Onboarding
12:17 • 3min
What Happens When Risk Profiling Goes Wrong?
15:12 • 3min
The Importance of Asset Allocation
17:46 • 3min
Early Retirement Planning and a Lot More on Thinkfast
20:22 • 5min
Are You Planning for Your Retirement?
25:15 • 2min
What Are the Questions That You Should Ask Before Taking Advice Seriously?
26:55 • 4min
Morgan Ozzil, You Know, in Pursuit of Happiness
30:51 • 2min
The Origin of Things Podcast - Pess Awesa
33:20 • 2min