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Afford Anything | Get Smarter With Money — Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?
Not scored yet1h 06m·2025-06-24·Money

Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?

Afford Anything | Get Smarter With Money · 619

#619: Dave is no longer happy with his financial advisor, but he’s nervous about switching over to self-management after being completely hands-off for so long. What should he do? An anonymous caller keeps hearing about the benefits of Cost Segregation for investment property. What is it? And should he apply this…

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