Podcasts · Purpose Driven Finances
Questions You Should Be Asking Yourself Regarding Finances.
· 30 min · S5 E6
Episode Questions You Should Be Asking Yourself Regarding Finances.
❓ The Big Questions You Should Be Asking | Purpose Driven Finances
Description:
📅 Aired February 15, 2025
Over the past five weeks, we’ve been walking through the top questions every prospective client asks — from Fiduciary responsibility to Fee-Only advice, Account Monitoring, and Financial Planning. Each week, we’ve provided a free resource on the Servus Capital Management blog to help guide you further.
This week, we shift from advisor-driven questions to the questions you should be asking yourself.
We begin with a portfolio check-in:
• Gold and silver have been on a tear, though Friday brought some setbacks 🪙 • The U.S. dollar is breaking down, with notable correlations: • • Gold: -0.65 • • S&P 500: -0.84 • • Commodities: -0.60 • The outlook for the next two months: a mix of opportunity and weakness depending on where you’re invested 📉📈
Then we ask the tough but important questions in financial planning:
• How much should I safely spend from my assets in retirement? • Should I pursue divorce, or work on my marriage from a financial perspective? 💔❤️ • How much life insurance coverage do I really need? • Is long-term care (LTC) insurance important for me and my family?
These are the real-life questions that shape not just your portfolio, but your future security and peace of mind.
📞 Call Allan at 434-316-0246
🌐 Visit: www.servuscm.com
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.