Opportunities Missed: Why The Heck Are You Paying That Crappy Advisor?
Media Type |
audio
Categories Via RSS |
Business
Careers
Investing
Publication Date |
Apr 19, 2019
Episode Duration |
00:24:39

Emma and Jack share their low hanging fruit and, indirectly, the opportunities missed by their financial advisor. Both Kayse and I are a bit offended and hope to square things away for this married couple. We talk about not having access to group health insurance and why they’re not saving more in taxes. We also talk about the positives and explore potential ways Emma and Jack can capitalize. Make sure to subscribe to get our free templates!

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