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

Show Notes

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

Show Notes

Other Episodes

Episode 6

Adjusting for Retirement (Part 1 of 3)

Episode 2

Setting Financial Goals

Episode 5

Getting Wealthy vs. Staying Wealthy