BONUS call 028

This week on the BONUS call we’re going to the beautiful Pacific Northwest to chat with Diane from Portland, Oregon. Diane and her husband, in their early 40s, have some considerable assets and are now wondering if it’s worth paying a fee to meet with a financial advisor.

Have a finance question? We want to hear from you! Email us at and we’ll arrange to get you on.

Don’t forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview.

Better Off is sponsored by Betterment.

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