DiscoverThe Money with Katie ShowDon't Break Up with Your Financial Advisor Without Listening to This
Don't Break Up with Your Financial Advisor Without Listening to This

Don't Break Up with Your Financial Advisor Without Listening to This

Update: 2024-06-05
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We’ve all been there, roped into working with our uncle’s best friend’s financial advisor who charges a 1.5% fee for some inscrutable but seemingly important service. What do you do when you think it might be time to sever ties? And how do you reconstruct your financial life after breaking up?

Reminder: We are not licensed financial professionals; this is not financial advice. Please do your own due diligence.

Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/financial-advisor-breakup.

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Don't Break Up with Your Financial Advisor Without Listening to This

Don't Break Up with Your Financial Advisor Without Listening to This

Morning Brew