<p>In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.</p>

In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.

Ep. 542: What to do if your financial advisor changes firms

Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Media Podcast Network.

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Ep. 542: What to do if your financial advisor changes firms

Ep. 542: What to do if your financial advisor changes firms

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