2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice episode artwork

EPISODE · Oct 3, 2024 · 10 MIN

2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice

from Optimal Finance Daily - Financial Independence and Money Advice · host Optimal Living Daily | Diania Merriam

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2887: Jeff Rose candidly shares his experience of failing as a financial advisor during the 2008 market crash, highlighting the emotional toll of watching a client make a detrimental decision. His story underscores the importance of financial literacy and the dangers of relying solely on an advisor without understanding the market risks and long-term investment strategies. Read along with the original article(s) here: https://www.goodfinancialcents.com/one-of-the-times-i-failed-as-a-financial-advisor/ Quotes to ponder: "There have been many times I have failed as a financial advisor, but there is one instance that still haunts me to this day." "It finally hit the bottom on March 9th, 2009, but obviously, no one knew that." "At the end of the day, it’s your money and you’re in charge and I’ll do what you want me to do." Learn more about your ad choices. Visit megaphone.fm/adchoices

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2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice

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