Should You Have More Than One Financial Advisor? (Ep 173) episode artwork

EPISODE · Oct 15, 2025 · 17 MIN

Should You Have More Than One Financial Advisor? (Ep 173)

from My Retirement Clarity with Lee Perkins · host Lee Perkins

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com Think having two financial advisors gives you an edge? Think again. It might sound smart, but splitting your investments often leads to mixed messages, conflicting strategies, and costly mistakes. Today, Lee exposes the hidden dangers of a “too many cooks in the kitchen” approach to money, and why one clear, trusted voice can make all the difference in your financial future. Here’s what we discuss in today’s show: 💸 Why People Split Money: common reasons investors divide their assets between firms 🗣️ Coordinating Advice: the challenge of getting everyone on the same page 📊 Returns Race: why chasing short-term performance hurts long-term goals 📉 Investment Overlap: certain strategies can double your risk instead of spreading it Check out our upcoming workshops: https://jlperkinswealth.com/attend-an-event/

Episode metadata supplied by the publisher feed · Published Oct 15, 2025

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Should You Have More Than One Financial Advisor? (Ep 173)

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