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If you're considering breaking up with your financial advisor, here are 5 simple steps to get it done this week. Nectarine: https://marriagekidsandmoney.com/nect... (affiliate)

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CHAPTERS

00:00 - Intro - How to Break up With Your Financial Advisor (in 5 steps)
00:35 - Our Personal Story with a Bad Advisor
01:45 - The $5,000 Mistake
02:18 - Step 1: Find Your Next Investing Partner
04:23 - Step 2: Understand the Fees
05:05 - Step 3: Get Help with the Transfer
05:42 - Step 4: Do Not Send Yourself the Money
06:20 - Step 5: Remove Emotion from the Equation
07:45 - Final Thoughts and a Better Way Forward

#Retirement #InvestingTips #FinancialAdvisors #FamilyFinance #PersonalFinance

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BIO - ANDY HILL:

Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.

Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world.

When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock.

✅ CONNECT WITH US
Instagram:   / marriagekidsandmoney  
Blog: https://marriagekidsandmoney.com
Podcast: https://marriagekidsandmoney.com/podc...

HOW WE MAKE MONEY + DISCLAIMER

This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser. Information shared on this channel is for entertainment purposes only and should not be considered as professional advice.

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CREDITS

Research & Writing: Andy Hill, AFC®
Video Editing: Hinz Video
Thumbnails: Ardi, The Thumbnail Wiz
Channel Management: Nev Maraj