Financial Advisor as Financial Referee!

19/07/2023 23 min Episodio 38
Financial Advisor as Financial Referee!

Listen "Financial Advisor as Financial Referee!"

Episode Synopsis

Undeniably, money has the potential to create problems in a relationship. From disagreements over spending habits, investing philosophies, and beneficiaries, the list of financial-related conflicts is extensive and can lead to significant tension, conflicts, and even the breakdown of a relationship, possibly leading to divorce.These challenges are not limited to therapists and lawyers; financial advisors also encounter various disagreements among couples when it comes to managing their finances. Unfortunately, financial advisors find themselves playing the role of a financial referee in these situations. Join us as we talk to Erik Bowman, who shares his firsthand experience in a role that nobody wishes to be in.-----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.