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Ep 31: When Your Advisor Feels Like a counselor
Manage episode 349808651 series 2991025
Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
On this episode, we’ll share:
- Discussing career difficulties with your advisor. (5:27)
- Does money stress you out? (7:30)
- Sometimes you just need a sounding board, and that’s okay. (10:00)
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
Get additional financial information: https://sephtonfinancial.com/podcasts/
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