Ep 31: When Your Advisor Feels Like a Counselor

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

Here’s some of what you’ll learn in this episode:

• Discussing career difficulties with your advisor. (5:27)
• Does money stress you out? (7:30)
• Sometimes you just need a sounding board, and that’s okay. (10:00)

Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/