Optimizing Asset Transfers and Tax Strategies

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices