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Money Stuff With Moms


Nov 3, 2023

Listen to Ep 44: The biggest things stopping you from financial success

Banks can be a real pain in the butt. But can also be an easy resource when you need help. It can be helpful to have a list of tangible questions before meeting with an advisor. But it is also important to know that working with an advisor at the bank may not lead to a long-term relationship as advisors tend to rotate frequently.