John McCafferty
Edelman Financial Engines wealth planner
Best podcasts with John McCafferty
Ranked by the Snipd community
Sep 20, 2022 • 5min
What should you expect from your year end review with your financial planner?
Topics covered: Year end financial review checklist, current financial plan review, risk tolerance assessment, questions to ask financial advisor, investing strategies, asset allocation, diversification, rebalancing, importance of effective communication and goal-setting in financial planning
