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Behind the Scenes With a Financial Advisor (with Dan Pozdol, CRPC)

  • Broadcast in Business
Stacking Benjamins

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Ever wonder what a financial advisor really thinks about you and your money? Ever wonder exactly how the process works when you visit an advisor? We've listened to your MANY letters on the topic and today we deliver Dan Pozdol, CRPC, from Ameriprise Financial about what really happens when people walk into his office .

In our headline segment we discuss a wrinkle people never thought about with Brexit....emerging markets. How will your more aggressive investments be affected by the British referendum? On the Quotacy hotline, we tackle a question from Kayla about life insurance quotes. Should you always buy the cheapest life insurance available?

We have all of that AND still more on today’s HOT podcast!

Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast.

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