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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- Daily Success Update:Education Podcasts Wed, Aug 11, 2021
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