Breaking Up with Your Advisor- Part I (Ep. 58)
Healthy, Wealthy, & Wise Retirement Podcast
English - June 13, 2023 07:00 - 24 minutes - 20.2 MB - ★★★★★ - 10 ratingsInvesting Business Education How To fiduciary financialadvisor retirementplanningpodcast retirementpodcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Fee Conversation (Ep. 57)
Next Episode: Welcome Back! (Ep. 59)
Change is a necessary part of life, but one change most people don't expect to go through is a break-up with their financial advisor. It may seem like a strange topic to cover, but if that time ever comes, it's best to be prepared so you're not caught off guard.
Aside from the process itself, we cover why people should consider a break-up with their advisor, as well as a few "not-so-good" reasons to break-up.
Connect with Loren: