Dec 15, 2022
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
On this episode, we’ll share:
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
Get additional financial information: https://sephtonfinancial.com/podcasts/