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A listener calls in upset because he’s losing money and his advisor isn’t concerned | Another celebrity dies without a will | Why wealth management isn’t just for the wealthy | Greg talks about a chapter titled “The Villain” in his new book

A listener calls in upset because he’s losing money and his advisor isn’t concerned | Another celebrity dies without a will | Why wealth management isn’t just for the wealthy | Greg talks about a chapter titled “The Villain” in his new book

Fire Your Financial Advisor by Golden Reserve · Greg Aler

October 1, 202258m 41s

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Show Notes

  • When the market is down, “stay the course” just doesn’t cut it anymore.
  • Anne Heche dies and doesn’t have a will in place. Why is it important for you?
  • If you think you don’t have enough money to justify getting financial help, think again.
  • Why Greg believes your financial advisor is not your friend, even if they make it look that way.
  • Retiring requires a multi-faceted TEAM to do so, not just a single financial advisor.

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