I Don't Agree With My Financial Advisor. Is that Okay? [Bread & Wine]


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By Andy Hill. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

If you get advice from your financial advisor and you don't agree, should you follow it anyway? After all, they probably have more education and experience than you.

But in the end, aren't your motivations and goals more important?

Nicole and I explore this topic after receiving a note from a listener about them disagreeing with the advice they received from their financial advisor.


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421 episodes