AIE 3: Preparing for a Meeting with a Financial Advisor - podcast episode cover

AIE 3: Preparing for a Meeting with a Financial Advisor

Nov 11, 201921 minEp. 3
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Lauren and her husband, Aric, go over 7 steps you should take before meeting with a Financial Advisor.

Link to the associated blog:

https://www.realadultingiseasy.com/post/how-to-prepare-for-your-first-meeting-with-a-financial-adviser-7-steps

For the best experience, listen in Metacast app for iOS or Android