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Your Money, Your Wealth — Does Your Financial Advisor Just Want to Collect Fees? - 473
Not scored yet46m·2024-03-19·Money

Does Your Financial Advisor Just Want to Collect Fees? - 473

Your Money, Your Wealth · 473

Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back to his financial advisor, or just buy more CDs? That's today on Your Money, Your Wealth® podcast 473 with Joe Anderson,…

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