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2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice
Manage episode 443324207 series 126194
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2887:
Jeff Rose candidly shares his experience of failing as a financial advisor during the 2008 market crash, highlighting the emotional toll of watching a client make a detrimental decision. His story underscores the importance of financial literacy and the dangers of relying solely on an advisor without understanding the market risks and long-term investment strategies.
Read along with the original article(s) here: https://www.goodfinancialcents.com/one-of-the-times-i-failed-as-a-financial-advisor/
Quotes to ponder:
"There have been many times I have failed as a financial advisor, but there is one instance that still haunts me to this day."
"It finally hit the bottom on March 9th, 2009, but obviously, no one knew that."
"At the end of the day, it’s your money and you’re in charge and I’ll do what you want me to do."
Learn more about your ad choices. Visit megaphone.fm/adchoices
3576 episod
2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice
Optimal Finance Daily - Financial Independence & Money Advice
Manage episode 443324207 series 126194
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2887:
Jeff Rose candidly shares his experience of failing as a financial advisor during the 2008 market crash, highlighting the emotional toll of watching a client make a detrimental decision. His story underscores the importance of financial literacy and the dangers of relying solely on an advisor without understanding the market risks and long-term investment strategies.
Read along with the original article(s) here: https://www.goodfinancialcents.com/one-of-the-times-i-failed-as-a-financial-advisor/
Quotes to ponder:
"There have been many times I have failed as a financial advisor, but there is one instance that still haunts me to this day."
"It finally hit the bottom on March 9th, 2009, but obviously, no one knew that."
"At the end of the day, it’s your money and you’re in charge and I’ll do what you want me to do."
Learn more about your ad choices. Visit megaphone.fm/adchoices
3576 episod
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