What Your Financial Advisor Isn't Telling You

What Your Financial Advisor Isn't Telling You

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Publish Date:
16 December, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

Financial goals like funding a college education or comfortable retirement require all of us to navigate the complicated world of investing. Based on the excellent book by Liz Davidson, we discuss the most common investing mistakes that occur when people rely too heavily on advisors and what to look for in a “financial advisor” (it is legal for untrained salespeople to use that professional label.) Check out a copy of the book here: https://greenwichlibrary.bibliocommons.com/v2/record/S86C1152614.

The new Investing Discussion Group investigates meaningful topics in a lively, jargon-free format with moderator Kristen Jacks.

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