In this episode, we talk through 7 questions I am frequently asked. We start off by briefly chatting about what makes our firm different, whether or not to divide your assets between multiple advisors, and the right time to bail out and sell an investment.

We then talk about why our fees are so high (and so low), if working with a fiduciary is actually important, and close up with the topic of introductions.

What is a Fiduciary?

About Me

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You can also find Loren at [email protected]

Additional Resources Discussed on the Show

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