In the financial world, some people may use fancy terms or phrases that don’t always mean what you think. But when it comes to managing your money, transparency and honesty are key. You deserve to work with someone who tells it like it is.

Join Tad and Toni as they dig into why it’s important to truly understand the financial tools you're using, the potential downsides of working with large brokerage firms, and how to know when you’ve found the right advisor for you. Plus, we have a little fun as they share some stories, including their love for music and board games.

Here’s what we discuss in today’s show:

• The limits of working with a big brokerage firm 
• Understanding the function of different financial tools
• Working with an advisor who clarifies things and makes you feel at ease
• Getting to Know Toni and Tad: Road trip playlists and board games 

Key Takeaway

“If you’re not working with somebody who clarifies things and makes it simple- if you walk out with a bigger question mark over your head than when you came in, you’re not working with the right person.”

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

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