154. Who Should Work With a Financial Advisor

Coffee and Coin Podcast

English - July 13, 2023 13:00 - 45 minutes - 42.2 MB
Self-Improvement Education Business Investing investing money investments saving wealthy finance budget invest women female Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

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Are you maximizing the benefits of working with a financial advisor? Is the financial advisor recommended by your parents not serving you? Is working with a financial advisor necessary to achieve your financial goals?

Allegra & Whit discuss the pros and cons of working with a financial advisor, Whit’s take on working with her financial advisor, and why every #wealthywoman should know how to invest.

You’ll learn:

What fees are associated with working with a financial advisor When you should begin working with one How to make the most out of working with a financial advisor Questions to ask before hiring a financial advisor