Meeting with a financial advisor can feel like you’re inviting someone to see you financially naked and that is super stressful… especially if you’re not where you want to be financially, or if there’s something in your financial picture you’re confused about, but you don’t want to look silly if you ask for clarification. Today, Nicole and Cari Champion make your stress melt away by sharing ultra-embarrassing stories from meetings with their financial advisors. Trust us: you won't top this!
Here is the financial planning company Nicole mentioned in the episode: https://facet.com/moneyrehab
Here is the episode of Money Rehab where Nicole role-plays a financial planner call: https://link.chtbl.com/lw0H-QT9?sid=FACET
Money Rehab with Nicole Lapin