045: Bear Markets, Multiple Advisers, and ETFs - Top Lessons Learned in 2022
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Today I share the highlights of our top 5 episodes from 2022. You will hear important lessons from each episode and what I have planned for 2023 and beyond. You won't want to miss this easy summary. I will cover summaries of the episodes titled Why Do I Need a Financial Adviser?, A Bear Market Survival Guide, Is Working With 2 Advisers Better than 1?, ETF Mutual Fund Direct Indexing Oh My, and How To Meet With Your Financial Adviser.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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