Episode 259
259: Getting Your Money’s Worth (Out of Your Financial Advisor)
March 22, 20261h 6m
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Show Notes
With so many tools for obtaining financial advice at our disposal, many people wonder if financial advisors are truly worth their fee. While it’s true that studies show financial advisors help investors earn higher returns and add to their client’s net worths over time, not everyone is happy with their advisor.
On this week’s show, we discuss the two-way responsibility of working with a financial advisor — focusing on the client’s duties, as well as the advisor’s.