Is the Financial Institution Against You?


Manage episode 291203272 series 1945017
By Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. 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.

We were recently sent an article called, "It’s Not What You Earn, But What Your Parents Have that Truly Counts." So... if your parents weren't rich, should you stop expecting to have wealth? Is there data to support this claim? Join us in this episode to hear our (very strong) opinions on this article, then we'll answer your questions!

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