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Ep 122: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
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Kandungan disediakan oleh Dave Elizondo. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Elizondo atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s OK. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
Whether you’re getting a divorce or having career difficulties, your financial advisor should be there to help guide you through the financial transition.
On today’s show, we’ll share:
- How we help clients going through a divorce. (2:48)
- How we handle clients’ career difficulties. (6:20)
- How we help clients who don’t like talking about money. (8:39)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
Get Additional Information: https://www.truefinancialpartners.com/media/podcast/
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