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Life Changes, Your Team Shouldn't: Why You Hire an Advisor
Published 1 year, 1 month ago
Description
Most people don't think about hiring a financial advisor—until something bad happens. This week, Jeremiah is joined by Alex Lundgren for an honest conversation about what it really means to have a trusted advisor in your corner, especially during one of life's most difficult events: the loss of a loved one.
They break down why human advice matters when you're faced with grief, paperwork, taxes, and major financial decisions you didn't see coming. From understanding beneficiary options and managing IRAs, to coordinating with attorneys and custodians—this isn't the kind of support you'll find from a call center or robo-advisor...
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https://www.therealmoneypros.com
Hosts:
Jeremiah Bates & Alex Lundgren