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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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İçerik Dave Elizondo tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Dave Elizondo veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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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