What kinds of financial lessons can we learn from Suze Orman? What does Brian agree with her on in regards to financial planning and what strategy should you implement in your financial plan?
Show notes and additional resources: https://financialplanningva.com/financial-lessons-from-suze-orman/
0:17 – Suze Orman is a financial guru who is a big fan of financial planning.
3:21 – When Suze had a show, she talked in detail about variable annuities.
7:02 – Do you know the fees on your investments and annuities.
8:16 – Find out why an investment isn’t working well for you.
9:48 – What is your investment strategy and risk tolerance?