When to Encourage Meeting With an Advisor
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing · Jill On Money, stocks, Quint Tatro & Daniel Czulno, Smart Money, savings, CFP® a passionate look at everything money from budgeting, bonds, BiggerPockets it’s worth a listen!, investing, debt. For those that enjoy Dave Ramsey
Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.