2min chapter

Maven Money Personal Finance Podcast cover image

275 - Megasode - The Greatest Hits

Maven Money Personal Finance Podcast

CHAPTER

What Great Financial Advisors Can't Do

If financial advisors are willing to split accounts, for me, that's a red flag. An army general would never manage half an army. Ask an advisor if they say no chance. If I'm not fully in control of that investment portfolio, I cannot be your trusted financial planner.

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