The Time Cari Champion Needed Money Rehab— and How a Financial Advisor Helped Her Through It - podcast episode cover

The Time Cari Champion Needed Money Rehab— and How a Financial Advisor Helped Her Through It

Apr 23, 202419 min
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Episode description

Meeting with a financial advisor can feel like you’re inviting someone to see you financially naked and that is super stressful… especially if you’re not where you want to be financially, or if there’s something in your financial picture you’re confused about, but you don’t want to look silly if you ask for clarification. Today, Nicole and Cari Champion make your stress melt away by sharing ultra-embarrassing stories from meetings with their financial advisors. Trust us: you won't top this! Here is the financial planning company Nicole mentioned in the episode: https://facet.com/moneyrehab Here is the episode of Money Rehab where Nicole role-plays a financial planner call: https://link.chtbl.com/lw0H-QT9?sid=FACET
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The Time Cari Champion Needed Money Rehab— and How a Financial Advisor Helped Her Through It | Money Rehab with Nicole Lapin podcast - Listen or read transcript on Metacast