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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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Dave Elizondo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dave Elizondo 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. 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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