Home/Tag:financial advisor

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-01-03T18:00:20-06:00January 5th, 2023|Podcast|Comments Off on Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

2022-03-01T12:05:06-06:00March 17th, 2022|Podcast|Comments Off on Ep 53: Who Even Needs A Financial Advisor?
Go to Top