
Sign up to save your podcasts
Or
In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?
Learn more about your ad choices. Visit megaphone.fm/adchoices
4.7
412412 ratings
In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?
Learn more about your ad choices. Visit megaphone.fm/adchoices
1,791 Listeners
780 Listeners
1,113 Listeners
1,990 Listeners
1,281 Listeners
1,556 Listeners
1,273 Listeners
513 Listeners
3,533 Listeners
5,119 Listeners
537 Listeners
663 Listeners
505 Listeners
893 Listeners
862 Listeners
3,069 Listeners
333 Listeners
112 Listeners
1,665 Listeners
657 Listeners
1,442 Listeners
258 Listeners
125 Listeners
426 Listeners
1,598 Listeners
185 Listeners
33 Listeners
184 Listeners
338 Listeners
45 Listeners
66 Listeners
235 Listeners
12 Listeners