Episode 58: Mistakes When Choosing A Financial Advisor episode artwork

EPISODE · Jul 12, 2024 · 22 MIN

Episode 58: Mistakes When Choosing A Financial Advisor

from Smart, Simple Wealth · host Carrie Quraishi

Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.   Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

Episode metadata supplied by the publisher feed · Published Jul 12, 2024

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Episode 58: Mistakes When Choosing A Financial Advisor

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