Budget buster loyalty
September 5, 2019
I’m Miriam Neff-with STARTING OVER FINANCIALLY, and I’m Valerie Neff Hogan, and we’re here to talk about money
M Emotions are a powerful force. Feelings impact our finances. I’ve seen the impact of loyalty in couples and singles who were loyal to financial planners, or organizations. They were misguided, had lower returns, even limiting their financial sustainability.
V It’s not enough to research financial planners and investment firms. A good choice in one season of life, may change. One single woman after retiring discovered her financial organization increased their fees dramatically, not her returns. One husband ‘liked’ his financial investment advisor, after years, lunch times, and shared history, this couples assets were barely growing.
M Loyalty to God first, who owns it all is our foundation. After that, Valerie as you say, “In God we trust, all others bring data.”