📋 Get Scott’s 5 Critical Checkpoints in a Sound Financial Planning Process 👉 https://listentoscott.com/wp-content/uploads/2025/06/5-Critical-Checkpoints.pdf 

Choosing a financial advisor is one of the biggest decisions you’ll ever make, but why do people choose the advisor they do? In this episode, Scott walks through 11 of the most common reasons people hire an advisor, from gut-level trust to clear communication, behavioral coaching, and smart tax planning. This isn’t just a list, it’s a deeper look at what really matters when you’re picking someone to guide your life savings.

Here’s what we cover in this episode:

🤝 Why trust and values still matter

🧠 Emotional comfort vs. financial logic

💼 Why a good team behind the scenes matters

📊 Investments are just part of the puzzle

🔎 Tax planning, income design, legacy advice

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

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We all want to support the people we care about, but when money enters the equation, even the best intentions can lead to tension. In this episode, Sean unpacks the emotional and financial complexities of lending to family and friends. He offers real-world guidance to help you handle these situations with clarity and care, without putting your own finances at risk.

Here’s what we discuss in this episode:

💵 The importance of setting clear terms and expectations

🧾 How contracts can protect both finances and relationships

🚫 Don’t lend what you can’t afford to lose

🧠 Consider creative, non-cash ways to help loved ones

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of “Rounding Third:”  http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com