Podcasts · The Meaningful Money Personal Finance Podcast
The Financial Advice Checklist
· 31 min · S19 E8
Episode The Financial Advice Checklist
As you know, I'm a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are occasions when seeking professional advice makes sense. Today, I'm going to give you a checklist for what to do BEFORE you seek advice, so that you're prepared.
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