7 things to look for when seeking financial advice - podcast episode cover

7 things to look for when seeking financial advice

Apr 05, 202325 min
--:--
--:--
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

Historical stories can teach people how to invest better.  That's according to Patrick Huey, the owner of Victory Independent Planning.  Huey says one lesson we have not learned is "making more money creates inflation."  The adage comes from a story 600 years ago about mathematician Copernicus in his book "History Lessons for the Modern Investor."

Huey also discusses his 7-Pillars of Financial Wisdom when searching for the right financial advisor for you.

You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

 

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