Money For Couples with Ramit Sethi — 127. “Our financial advisor almost cost us $800k. How do we fire them?”

BUZZING· 71%1h 24m·2023-10-24·Money

127. “Our financial advisor almost cost us $800k. How do we fire them?”

Money For Couples with Ramit Sethi · 127

Jeff is 50, he’s a specialized surgeon. Susan is 48, she stays at home with their two kids. Their discretionary spending has grown over the years, ballooning at an uncontrollable rate. But their biggest issue is that they’re being taken advantage of by a percentage-based financial advisor. This episode is brought to…

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127. “Our financial advisor almost cost us $800k. How do we fire them?”

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