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WCI #358: What to Do When You Don't Match, and Annual Survey Results

White Coat Investor Podcast

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Navigating Investment Risks with Family or Friends

The chapter delves into the pitfalls of investing with a family member or close friend who is a financial advisor, cautioning against the potential social pressures, higher fees, and complications that can arise from mixing family with finance. It advises extreme caution and recommends avoiding such arrangements to prevent unwanted complications.

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