Is Trusting Your Advisor Enough?

23/03/2017

Listen "Is Trusting Your Advisor Enough?"

Episode Synopsis

When my grandparents were just married and starting to build wealth, they put a lot of faith into a financial advisor. They met with their advisor monthly and leaned on him for the bulk of their financial and estate planning. Unfortunately, only one of my grandparents was paying much attention during their regular meetings. As […]
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