
When is the worst time to see a financial advisor?
Retirement Coffee Talk ยท Charisse Rivers
January 21, 20259m 33s
Audio is streamed directly from the publisher (p.podderapp.com) 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
Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial advisor?
Like this episode? Hit that Follow button and never miss an episode! ๐ฌ Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.
Topics
financial planningretirementrisk managementfinancial advisorinvestment strategiesretirement planningmarket trendsfiduciary advicewealth managementportfolio management