• 50: Red Flags- How to Avoid Bad Financial Advice and Protect Your Wealth

  • Jun 12 2024
  • Duración: 41 m
  • Podcast

50: Red Flags- How to Avoid Bad Financial Advice and Protect Your Wealth

  • Resumen

  • Ever felt a twinge of doubt when your financial advisor speaks? Trusting your gut could save you from bad advice. In this episode, Jessica and Brandon discuss the signs that indicate when something is off and emphasize the importance of clear communication with your advisor. From misallocating funds to ignoring personal circumstances, they bring you real-life examples to help you avoid costly mistakes and ensure your financial strategy aligns with your unique goals and life stage. Tune in to equip yourself with the knowledge you need to spot red flags and make sound financial decisions.

    Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

    To apply to be a guest on the show, visit

    https://www.thesugardaddypodcast.com/guests/intake/

    If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

    You can email us at: thesugardaddypodcast@gmail.com

    Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

    Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

    Buy us a coffee: https://buymeacoffee.com/thesugardaddypodcast

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