Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
Media Type |
audio
Categories Via RSS |
Business
Investing
Publication Date |
Feb 02, 2023
Episode Duration |
00:25:31

Today I’m wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

  • How important are professional designations like CFP or CFA?
  • What is the process for firing a financial advisor?
  • Will I incur fees and taxes when transferring investment accounts to another financial institution? 

I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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