It’s a classic story. When the market is up, the financial advisor takes credit, when the market is down…well, that’s just what the market does. Hang in there it will come back. Are you ok with that?

She Says It Was the Worst Retirement Decision of Her Life | Vanguard Says People Are Making This Smart Move, Followed by a Dumb One
52:38

A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?
49:05

The Estate Planning "Talk"
10:15