149: Seeking: Financial Advisor - podcast episode cover

149: Seeking: Financial Advisor

Apr 30, 202417 minEp. 149
--:--
--:--
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

When you're thinking about meeting with a financial advisor, where do you start? What do you look for? In this episode, I'm sharing a bit of my journey in becoming a financial advisor, as well as red and green flags to look out for in your search for an advisor who's right for you.

6 Keys to Financial Independence 
TC124 We Need to Talk 
Broker Check 

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