EPISODE · Aug 29, 2021 · 18 MIN
196 How to convince your spouse to see a financial adviser
from Money Over 50 · host Money Over 50 Financial Advisers
We often have people wanting to book a meeting with us but have a partner who is not too keen on seeing a financial adviser. We make it a rule to have both partners on board with the idea of seeing a financial adviser because it becomes incredibly hard trying to provide advice to people who have very different ideas on what their retirement plans should look like. For all listener questions/feedback, please contact the team at [email protected].
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196 How to convince your spouse to see a financial adviser
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