The Importance of Interviewing Multiple People and Soft Skills Assessment

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In this chapter, the speakers discuss the value of interviewing multiple people before making decisions. They emphasize the importance of assessing soft skills and share examples of encountering condescending contractors. The chapter also addresses a listener's question about framing relationships with advisors and receiving advice.

#484: Kristen’s financial advisor charges a 1.3 percent fee on her investments. They also sold her term life, whole life, and long-term disability insurance. Do they have her best interests at heart?

Casey has $290,000 in student loan debt. He committed 10 years to one employer for a chance at public service loan forgiveness. But five years in, Casey questions what he’s missing out on.

Sara feels like it’s time to move to a more conservative asset allocation but she’s torn between buying bonds from Vanguard or Treasury Direct. What’s the difference anyway?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

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For more information, visit the show notes at https://affordanything.com/episode484

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