Financial Advisors (Part 1): What Are They + What Do They Do
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering three things:
- What is a financial advisor
- Why the job title is meaningless
- What financial advisors do (and don't do)
It doesn't matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...
..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.
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