Don't Break Up with Your Financial Advisor Without Listening to This
The Money with Katie Show
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Navigating the Emotional and Practical Aspects of Breaking Up with Your Financial Advisor
This chapter explores the challenges and emotions involved in parting ways with a financial advisor, encouraging listeners to take control of their finances and consider managing them independently. It discusses the threshold where professional advice may not be necessary and highlights the importance of tax efficiency in investment choices across various account types.
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