20 min
Financial Advisors (Part 1): What Are They + What Do They Do Stay Wealthy Retirement Podcast
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- Investing
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering three things:
What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do) It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...
..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.
Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
***
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
📊 Get Your FREE Retirement & Tax Analysis
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering three things:
What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do) It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...
..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.
Want more retirement content? Join thousands of other listeners and subscribe to the Stay Wealthy e-newsletter!
***
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
📊 Get Your FREE Retirement & Tax Analysis
20 min