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Exposing the TRUTH About Financial Advisors

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Manage episode 438985192 series 3559940
Content provided by We Talk Money, Chris Dunn, Travis Devitt, and Nikki Dunn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by We Talk Money, Chris Dunn, Travis Devitt, and Nikki Dunn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Today we're dive deep into the world of private wealth managers and explore whether they truly provide value for wealthy investors.

Are the high fees and promises of exclusive investment opportunities really worth it, or are investors better off managing their own money?

We discuss insights from industry professionals, including a former Goldman Sachs insider, a hedge fund expert, and a certified financial planner, to uncover the reality behind private wealth management. Don't miss this candid conversation on the pros and cons of relying on wealth managers to grow your net worth!

Get our FREE investing newsletter: https://www.dailydough.co

Submit a question for the show at https://www.wetalkmoney.com

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 438985192 series 3559940
Content provided by We Talk Money, Chris Dunn, Travis Devitt, and Nikki Dunn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by We Talk Money, Chris Dunn, Travis Devitt, and Nikki Dunn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Today we're dive deep into the world of private wealth managers and explore whether they truly provide value for wealthy investors.

Are the high fees and promises of exclusive investment opportunities really worth it, or are investors better off managing their own money?

We discuss insights from industry professionals, including a former Goldman Sachs insider, a hedge fund expert, and a certified financial planner, to uncover the reality behind private wealth management. Don't miss this candid conversation on the pros and cons of relying on wealth managers to grow your net worth!

Get our FREE investing newsletter: https://www.dailydough.co

Submit a question for the show at https://www.wetalkmoney.com

  continue reading

100 episodes

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