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The Property Academy Podcast

Help! My Financial Advisers Are Saying Different Things (Conflicting Financial Advice) ⎜ Ep. 1209

02 Jan 2023

Description

In this episode, we discuss what property investors should do if they are working with two financial advisers who are saying different things.  This includes a 4-step process that investors can walk through to come to a resolution: being clear on your goals; understanding the strategy each adviser recommends; getting your advisers in the same room; and understanding each of their financial motivations.  We wrap up the episode by mentioning that you can use the public version of our My Wealth Plan software to calculate what your retirement is going to look like.

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