Building Your Financial House - The Advisor’s Role, Room by Room cover art

Building Your Financial House - The Advisor’s Role, Room by Room

Building Your Financial House - The Advisor’s Role, Room by Room

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 What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master contractor to coordinate investment management, tax planning, insurance coverage, estate strategies, and retirement planning. Learn how comprehensive financial planning can help protect your assets, reduce taxes, and build long-term security. Food for Thought: Raclette Tips & Tricks Prep your pairings: Traditional raclette is melted over potatoes, but it’s even better with crusty bread, pickles, cured meats, and roasted veggies. Use cast iron or nonstick trays: If you have a raclette grill, mini nonstick pans make cleanup easy. No grill? Try melting raclette cheese under the broiler in small ramekins. Don’t skip the pickles: Cornichons and pickled onions cut through the richness and are considered a must-have. Mix cheeses: If you can’t find raclette, use a blend of Gruyère, Fontina, or even Brie. Just go for meltiness! Make it a party: Raclette is meant to be interactive! Set it up like a mini bar and let everyone melt and top their own. Link to Raclette Grill
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