Anjou: Reach out to your current advisor and ask to clarify what they're offering. What are you paying for? Is it advice? Is it assets under management? Anjou: Shop around, talk to other advisors. Even if you end up sticking with this current one, there's no harm in shopping around.
#428: Jamie currently lives at home and dreams of reaching financial freedom by her early 30s. How can she take advantage of her low expenses to accelerate her wealth building?
An anonymous caller has enough to retire in 5 years. Does she still need her financial advisor or is it time to do it on her own?
Meghan is a personal finance enthusiast who wants to start a coaching side hustle. What’s the best way to get started?
Former financial planner Joe Saul-Sehy and I tackle these five questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode428
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