Overcoming Sticker Shock – Paying for Financial Advice & Capital Gains

Our 2 Cents – Episode #042

Overcoming Sticker Shock – Paying for Financial Advice & Capital Gains

On today’s episode we discuss the value and benefits of having a financial advisor and, if you’re unused to paying a fee for advice, overcoming what may feel like fee “sticker shock” when hiring a financial advisor (and why it’s still very much worth it!). We’ll also discuss whether to pay those pesky capital gains in your portfolio and diversify, or just keep the holdings and avoid paying the tax.

After that we answer a couple of great questions from our listeners!

• “I recently had a REIT proposed to me as an investment I should consider. What are your thoughts on these?”
  – Julie from South Barrington
• “My husband wants to pay off either our house or our rental property, just so that we’ll have something paid off. We have enough in our money market account to pay off one of them, but I prefer seeing a lot of money in that account, just in case we need it for something. Who’s right?”
  – Cheryl from Arlington Heights

Tune in now to join us for this discussion!

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