You might not need to talk with your advisor very often, but there are definitely life events you should let them know about! Chad Roller is with me on this episode as we go over seven times you should reach out to your advisor to help you navigate some of life's complexities.
6 Keys to Financial Independence
Tell Me What You Want
It’s Hard to Say Goodbye to Yesterday
Madoff with Your Money
Thnks Fr Th Mmrs
Ain’t Got Time for That
How to Be Basic
New Job, Now What?
Chillin’ Out Maxin’ Relaxin’ All Cool
That’s Sus
Where’s the Beef?
Codenames
My Bad…
In a Van Down by the River
Let’s Get This Bread!
Talking Cents - Trailer
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