Скачать или смотреть Should You Have More Than One Financial Advisor?

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If having two financial advisors sounds like double the wisdom, think again. In this episode, Scott explains why splitting your money between multiple advisors can actually create confusion, gaps, and unnecessary risk in your financial plan. Using pilot and cockpit analogies, he breaks down how conflicting advice, overlapping investments, and missing coordination can lead to turbulence in your retirement strategy. Scott shares how one coordinated plan, one clear strategy, and one trusted advisor can bring the clarity and confidence your financial journey needs.

Here’s some of what we discuss in this episode:
💬 The challenge of conflicting advice and communication
🧩 Why your financial “puzzle” needs one complete picture
🧾 The importance of financial simplicity and organization
⚖️ Fiduciary duty and conflicts of interest

0:00 – Intro
1:12 – The Role of a Financial Advisor
4:29 – Challenges of Multiple Advisors
5:46 – Simplicity and Financial Organization
7:58 – Fiduciary Responsibilities and Performance Chasing
10:42 – Personal Relationships and Business Decisions

#financialadvisor #financialplanning #retirementplanning
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