What if the biggest obstacle to your financial future is simply not asking the right questions? In this episode of the Sage Investor Podcast, host and certified financial planner Larry Kiser breaks down the myths and fears that keep women—and many men—from meeting with a financial advisor. Discover why financial planning doesn’t have to be intimidating, how to spot red flags, and the essential questions to ask before choosing an advisor. Whether you’re just starting out or nearing retirement, this conversation empowers you to step into your financial power and make informed decisions that reflect your values and vision.
Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

Why April 15 is Too Late for Real Tax Planning
17:39

Annuities Explained: What’s Real, What’s Misleading, and What Matters
18:40

The Retirement Descent: Avoiding a Financial Crash Near the Finish Line
16:25