Have you ever found yourself in an awkward situation with a family member that also happens to be your financial advisor and broker? In this episode of our podcast, we discuss a listener's question about their complicated relationship with their...
Have you ever found yourself in an awkward situation with a family member that also happens to be your financial advisor and broker?
In this episode of our podcast, we discuss a listener's question about their complicated relationship with their brother, who owns his own brokerage and has custody of the majority of their assets. The listener's brother has turned his back on the entire family on political grounds, causing tension and concern about the security of the listener's assets. Should they move to another brokerage, or are their assets secure in this situation? Join us as we explore this delicate topic.
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Allison - Inspired Budget Podcast
Chris - Popcorn Finance
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