
Sign up to save your podcasts
Or


Ever wonder what a financial advisor really thinks about you and your money? Ever wonder exactly how the process works when you visit an advisor? We've listened to your MANY letters on the topic and today we deliver Dan Pozdol, CRPC, from Ameriprise Financial about what really happens when people walk into his office .
In our headline segment we discuss a wrinkle people never thought about with Brexit....emerging markets. How will your more aggressive investments be affected by the British referendum? On the Quotacy hotline, we tackle a question from Kayla about life insurance quotes. Should you always buy the cheapest life insurance available?
We have all of that AND still more on today’s HOT podcast!
Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
Ever wonder what a financial advisor really thinks about you and your money? Ever wonder exactly how the process works when you visit an advisor? We've listened to your MANY letters on the topic and today we deliver Dan Pozdol, CRPC, from Ameriprise Financial about what really happens when people walk into his office .
In our headline segment we discuss a wrinkle people never thought about with Brexit....emerging markets. How will your more aggressive investments be affected by the British referendum? On the Quotacy hotline, we tackle a question from Kayla about life insurance quotes. Should you always buy the cheapest life insurance available?
We have all of that AND still more on today’s HOT podcast!
Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

3,566 Listeners

23,113 Listeners

1,261 Listeners

3,242 Listeners

1,950 Listeners

1,171 Listeners

803 Listeners

785 Listeners

1,332 Listeners

457 Listeners

535 Listeners

979 Listeners

1,781 Listeners

5,154 Listeners

10,190 Listeners

695 Listeners

2,965 Listeners

3,063 Listeners

6,468 Listeners

729 Listeners

450 Listeners

827 Listeners

203 Listeners

2,232 Listeners

2,945 Listeners

87 Listeners

357 Listeners

18 Listeners

62 Listeners

792 Listeners

3 Listeners

2 Listeners

7 Listeners