The Wealth Movement

Investment Advice and Financial Advice are NOT THE SAME THING!

Listen Later

Witty Wallet Podcast: Episode #5 - Investment Advice and Financial Advice are NOT the Same Thing

Featuring Speaker: Kristoffer Fu

Episode Duration: 28 minutes

Not all advice is created equal - Learn the critical distinction between investment advice and financial advice that could make a difference for your financial well-being.

Welcome to a new episode of the Witty Wallet Podcast, where we guide you through the winding world of personal finance! In this episode, we have the pleasure of being joined by our speaker, Kristoffer Fu, the Founder of Maven Bridge Capital and advocate for financial literacy.

Kristoffer is here to debunk one of the most widespread misconceptions in the financial sphere: the belief that investment and financial advice are one and the same. Tune in as we go into the significant differences between these two forms of advice and how they can impact your financial decisions.

In this fascinating discussion, you will learn:

  • Why investment advice focuses exclusively on growing your wealth through stocks, bonds, and other securities, while financial advice encompasses a broader range of financial planning elements.
  • The critical importance of laying a solid financial foundation - like having a budget, eliminating credit card debt, and establishing an emergency fund - before diving headfirst into the world of investments.
  • How understanding the intricacies of both investment and financial advice can set you up for long-term financial success.

    • Don't miss out on this eye-opening conversation that will shift your perspective on personal finance! To stay up-to-date with our latest episodes and financial insights, subscribe to the Witty Wallet Podcast on your favorite podcast platform. Remember, your financial future starts with a single step, so take this opportunity to join us in making wealth-building accessible and enjoyable!


    Kristoffer Fu - LinkedIn

    Maven Bridge Capital - Visit Us

    Maven Bridge Capital - YouTube

    ...more
    View all episodesView all episodes
    Download on the App Store
    The Wealth MovementBy Kristoffer Fu