Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one.  In this episode, host Jason and special guest Dave McDougall, CFP® offer simple advice for smoothing out the transition process from one firm to another. From bringing up the conversation with your advisor, to walking out with the right paperwork, if you’re considering making a switch, this timely discussion will help you navigate the “breakup” process—without triggering an unexpected tax bill.  Listen now to learn: Why the courtesy of a heads-up goes a long way Key questions to ask before you sign with a new advisor How to transfer your funds without locking in capital gains taxes The most important paperwork to request before you leave And more Connect with Dave:  LinkedIn: Dave McDougall Cook Wealth: Dave McDougall Resources: Linkedin: Cook Wealth  Cook Wealth  Connect with Jason:  Linkedin: Jason Deshayes