21. Avoid A Financial Advisor Who... - podcast episode cover

21. Avoid A Financial Advisor Who...

Oct 28, 202031 minEp. 21
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Episode description

The team discusses what questions to ask and what research to conduct when choosing a financial advisor.  They examine a recent case of an advisor in Atlanta, GA who is now missing and wanted by the FBI.  The team provides a checklist of key questions you should ask your financial advisor and provide resources to aid in researching and finding a fiduciary, fee-only advisor.

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