Don't be fooled by 'Dreamwashing'
Many Happy Returns
Is There a Good Financial Advisor?
I think many people would benefit from an advisor simply because their affairs are so complex. It helps to have someone who's got expertise in that field, and particularly for the taxes. But I think what doesn't help is milking you for fees year after year even if they're not adding any value.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
