Coffee and Coin Podcast

154. Who Should Work With a Financial Advisor


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Are you maximizing the benefits of working with a financial advisor? Is the financial advisor recommended by your parents not serving you? Is working with a financial advisor necessary to achieve your financial goals? Allegra & Whit discuss the pros and cons of working with a financial advisor, Whit’s take on working with her financial advisor, and why every #wealthywoman should know how to invest.

You’ll learn:

  • What fees are associated with working with a financial advisor
  • When you should begin working with one
  • How to make the most out of working with a financial advisor
  • Questions to ask before hiring a financial advisor

 

...more
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Coffee and Coin PodcastBy Allegra Moet Brantly

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