Ranking Your Financial Priorities

Roger and Elias discuss financial education in colleges, why getting a second opinion can be beneficial, how to rank your financial priorities, and what investors often overlook about risk. 

Take control of your financial future: https://www.btwealthshow.com/start-planning

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

All performance referenced  All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

This recording contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your financial professional. This video is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional.

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