Wealth 3.0 and Financial Advice (Rewind)

In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?

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Ten Things: Money and Dying
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How to Take Control and Get Your Financial Life Together (Rewind)