Do I Need a Financial Advisor? (Ep. 5)

01/06/2021 6 min
Do I Need a Financial Advisor? (Ep. 5)

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Episode Synopsis

Today, we have a shorter show for you that is designed to help those who are wondering if they even need a financial advisor. Rather than diving into data and studies on the topic, we're keeping this one light, with a quick story to kick us off. After listening, feel free to take about 2 minutes to complete a no-obligation survey. This helps you determine if we're a good fit to assist with anything. 2 Minute Survey   What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can reach Loren at [email protected]    Additional Resources Discussed on the Show Healthy, Wealthy, & Wise YouTube