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127. “Our financial advisor almost cost us $800k. How do we fire them?”

127. “Our financial advisor almost cost us $800k. How do we fire them?”

FromI Will Teach You To Be Rich


127. “Our financial advisor almost cost us $800k. How do we fire them?”

FromI Will Teach You To Be Rich

ratings:
Length:
84 minutes
Released:
Oct 24, 2023
Format:
Podcast episode

Description

Jeff is 50, he’s a specialized surgeon. Susan is 48, she stays at home with their two kids. Their discretionary spending has grown over the years, ballooning at an uncontrollable rate. But their biggest issue is that they’re being taken advantage of by a percentage-based financial advisor. 

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If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here.
Produced by Crate Media.
Released:
Oct 24, 2023
Format:
Podcast episode

Titles in the series (100)

Imagine listening in on these raw, unfiltered conversations with real couples… One partner is in $300,000 in debt, but shrugs it off. The other cries at night, anxious about the future. A couple that’s so worried about money, they never feel they’ll have enough. When they eat out, they order chicken instead of steak to save $10. Their household income: $600,000. Two parents who feel overwhelmed by work, kids, and debt. When I ask them how they’d describe their lives, they instantly say the same word: “Stuck.” Ramit Sethi asks the questions we wish we all could ask, presenting a totally different philosophy on money: • Spend extravagantly on the things you love, as long as you cut costs mercilessly on the things you don’t. • Ask $30,000 questions, not $3 questions. • A Rich Life is more than math -- it’s mastering your money psychology. From the author of the bestselling book, ‘I Will Teach You To Be Rich,’ learn how money psychology affects these couples… and how to create your own Rich Life.