MBL - Lost Episode : Financial Advisors
Our original 1st episode
Starting this podcast was a fun idea Sarah and I came up with - we are finally releasing this one now that we have made some lifestyle changes. While in the financial industry, we found there was a conflict of interest with our topics and the services offered within the organization Sarah used to be affiliated with. With respect to the organization, and loyalty to the people who helped get us where we are today - we pulled this episode.
The conflict of interest no longer exists, so we are free to release this episode to the public. Please enjoy this 1st recording as we work to get our feet back under us, and bring you more content in the future. Stay Tuned!!!
www.moneybooksandlunch.com
Original release notes:
On this episode - our inaugural episode- we discuss Financial Advisors. We hope you enjoy the content, and are pleased with the audio. Being our very first podcast, we are still learning and experimenting with the format.
Sarah and I take on two different positions here, and primarily talk about what advisors do. If you feel differently, we appreciate and respect that. We also believe each individual should make the decision that is right for her/him.
I will indeed agree there could have been a lot more content, but lets face it - how much time could you spend listening to a podcast about Financial Advisors? Hopefully at least 27 min!
Look for future episodes to come, as we have a pretty good lineup we're working on. Future topics will include raising financially aware children, student loans, buying a house, credit card debt, charitable giving and so on.
If you have some feedback, general commentary, or just want to say hi, please feel free to include it in the comments.
Enjoy,
Resources:
For additional information related to the items we discussed on within this episode, check out these links below:
Kiplinger Quiz - Do you need a Financial Advisor
Forbes - How to find the right Financial Advisor
The Simple Dollar - Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)