Episode 104: Warning: Advisor "Red Flags" Ahead
Welcome back for another episode of the Our 2 Cents podcast!
We're helping you spot "red flags" when interviewing potential financial advisors, or even when reviewing your current advisor. Then we're answering some very thoughtful listener questions today. Listen in now!
Financial Advisor "Red Flags":
Biases and the way advisors think
Not getting what you need from who you like
Too much technical jargon, not enough valuable communication
Overconfident market predictions
All upside, no downside
Family ties
Listener Questions:
"According to Terry Savage, Suze Orman, and my tennis partner, I…
The skinny
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