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Everyday Wealth

Season 2 Episode 8: How to choose a financial advisor

Feb 27, 2023
Exploring the importance of choosing a financial advisor after life transitions like divorce, focusing on fiduciary responsibility and understanding financial advisory fees. Hosts share personal anecdotes and provide insights on selecting the right advisor aligned with financial goals.
38:18

Podcast summary created with Snipd AI

Quick takeaways

  • Seeking financial guidance post-divorce aids in planning for future stability and navigating uncertainties.
  • Selecting a financial advisor aligned with individual needs ensures personalized planning encompassing retirement, taxes, and more.

Deep dives

Importance of Financial Planning Post-Divorce

Following a divorce after a 26-year marriage, the protagonist, Janelle, highlighted the significance of seeking financial guidance when transitioning into a new life stage. Lack of involvement in financial matters during the marriage led to post-divorce financial uncertainties. Partnering with a financial advisor enabled Janelle to navigate these challenges and plan for her future financial stability.

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