127. “Our financial advisor almost cost us $800k. How do we fire them?”
Money For Couples with Ramit Sethi
The Experience with a Financial Advisor
Discussion about the hosts' experience with a financial advisor referred by their real estate agent and the red flags they encountered, including the involvement of a realtor and the use of a bank's wealth management services. They also highlight the growth of their investments and express frustration with the complexity of their financial situation.
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