The Financial Wheel Podcast

Deciding to Work with a Financial Advisor


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Dave Nelson and Stacy Harris are thinking it may be time to sit down with a financial advisor. They think the time is right but they're not sure. They don't know what to expect when they meet with the advisor and they are more than a little nervous about opening up their financial lives. Listen in as Thom addresses their questions and assures them that their pre-meeting jitters are much scarier than the actual meeting will be.

To learn more and get transcripts of this episode and more, go to http://financialwheel.net

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The Financial Wheel PodcastBy Allison Spielman Advisors