Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?
Afford Anything
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Navigating Financial Advice: A Balanced Approach
This chapter explores the transition between traditional asset management and self-managing investments, sparked by a listener's inquiry. The discussion critiques investment firms, particularly highlighting concerns over practices at Fisher Investments, while emphasizing the value of having a financial advisor. It delves into the complexities of financial management and the importance of personalized advice tailored to individual needs.
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