Podcast Episode Details

Round Table | Warning Signs You’ve Outgrown Your Financial Advisor

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Are you still relying on outdated financial advice? In this episode, the financial coaches discuss a common dilemma faced by high earners: outgrowing traditional financial advisors. 

They discuss why reactive financial planning is holding back your wealth, and how proactive, creative solutions can change the game. The financial coaches also share their experiences, stressing the importance of taking control of your financial journey and seeking advisors who understand your unique needs.

If you’re tired of the status quo, tune in for expert insights on how to take charge of your financial future and break free from outdated systems.

Top three things you will learn:

-Why CPAs and financial advisors often fail to provide strategic direction

-The value of a proactive approach to financial planning

-How building a Passive Income Operating System can unlock financial freedom

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

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Published on 4 weeks ago