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Questions To Ask Your Financial Team (And Why You Need To Ask Them!)
Manage episode 428067214 series 3580497
محتوای ارائه شده توسط Eunicia Peret, Dr. Joanne Sotelo, Mim Abbey, and Dr. Erin Hurley, Eunicia Peret, Dr. Joanne Sotelo, Mim Abbey, and Dr. Erin Hurley. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Eunicia Peret, Dr. Joanne Sotelo, Mim Abbey, and Dr. Erin Hurley, Eunicia Peret, Dr. Joanne Sotelo, Mim Abbey, and Dr. Erin Hurley یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Dive into financial empowerment with Mim and Eunicia. Discover how to escape the "corner of shame" in finance, the importance of smart questions for advisors, and Excelstra's mission to design unique financial strategies. Tune in for an inspiring blend of personal stories and actionable advice!
Key Takeaways To Listen For
- Importance of working with financial teams that support your investment decisions
- Why you need to learn how to ask your financial team the right questions
- Significance of relying on a proven financial process over individual financial advisors' opinions
- Benefits of having a personalized financial plan
- Advantages of having a cohesive financial team that works together seamlessly
Resources Mentioned In This Episode
Connect With Us
Do you want to hear more from the ladies of the Successful But Struggling podcast? Discover more empowering content when you go to https://www.successfulbutstruggling.com/!
▶️ Watch our videos: https://www.youtube.com/@SuccessfulButStruggling
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