Description

Today I'm wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

• How important are professional designations like CFP or CFA?
• What is the process for firing a financial advisor?
• Will I incur fees and taxes when transferring investment accounts to another financial institution? 

I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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Episode Resources:

📬  Join the Stay Wealthy E-Newsletter

✏️  Grab the Episode Show Notes

📘  Pre-Order the More Than Money Book