Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions - a podcast by Taylor Schulte

from 2023-02-02T10:00

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Today I’m wrapping up our series on Financial Advisors by answering five common questions.

Questions such as:

  • How important are professional designations like CFP or CFA?
  • What is the process for firing a financial advisor?
  • Will I incur fees and taxes when transferring investment accounts to another financial institution? 

I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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