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Ep 26 - Tess Waresmith - 3 Silent Wealth Killers Hiding in Plain Sight (Or Small Print)

Your Money Guide on the Side

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Navigating Financial Advisor Transitions

This chapter discusses the challenges of switching from traditional to flat fee financial advisors, especially when personal relationships are involved. It emphasizes the importance of clear communication, understanding fee structures, and recognizing personal control over financial decisions. Listeners are encouraged to audit their investments and prioritize financial literacy to empower their wealth management strategies.

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