Your Money Guide on the Side cover image

3 Silent Wealth Killers Hiding in Fine Print | Tess Waresmith

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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