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50: Red Flags- How to Avoid Bad Financial Advice and Protect Your Wealth

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Manage episode 423181422 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Ever felt a twinge of doubt when your financial advisor speaks? Trusting your gut could save you from bad advice. In this episode, Jessica and Brandon discuss the signs that indicate when something is off and emphasize the importance of clear communication with your advisor. From misallocating funds to ignoring personal circumstances, they bring you real-life examples to help you avoid costly mistakes and ensure your financial strategy aligns with your unique goals and life stage. Tune in to equip yourself with the knowledge you need to spot red flags and make sound financial decisions.
Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit
If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Please remember to subscribe, rate, and review.
  continue reading

Chapters

1. Recognizing and Avoiding Bad Financial Advice (00:00:00)

2. Red Flags in Financial Planning (00:02:52)

3. The Importance of Financial Literacy (00:14:01)

4. Navigating Life Insurance and Financial Advising (00:24:48)

5. Diversification, Fees, and Red Flags (00:33:03)

59 episodes

Artwork
iconShare
 
Manage episode 423181422 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Ever felt a twinge of doubt when your financial advisor speaks? Trusting your gut could save you from bad advice. In this episode, Jessica and Brandon discuss the signs that indicate when something is off and emphasize the importance of clear communication with your advisor. From misallocating funds to ignoring personal circumstances, they bring you real-life examples to help you avoid costly mistakes and ensure your financial strategy aligns with your unique goals and life stage. Tune in to equip yourself with the knowledge you need to spot red flags and make sound financial decisions.
Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit
If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Please remember to subscribe, rate, and review.
  continue reading

Chapters

1. Recognizing and Avoiding Bad Financial Advice (00:00:00)

2. Red Flags in Financial Planning (00:02:52)

3. The Importance of Financial Literacy (00:14:01)

4. Navigating Life Insurance and Financial Advising (00:24:48)

5. Diversification, Fees, and Red Flags (00:33:03)

59 episodes

All episodes

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