I’m so glad when people call me before they make another mistake with their current financial advisor. That’s the case on the latest BONUS call with Joe from California, who thankfully was sensing that something wasn’t quite right. This is a great call to learn from. If your gut is telling you something, get in touch with me!!
Have a money question? Email me here.
Better Off is sponsored by Betterment.
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“Better Off” theme music is by Joel Goodman, www.joelgoodman.com.