About this episode
Am I leaving my financial advisors after seven years? Is that foolish? Parting ways with a trusted financial advisor is a difficult and impactful decision. In our last episode, Jason talked with Eric about his thoughts to end his longterm relationship with his financial planners and take the reins himself. In this video, we learn the outcome of that conversation and talk about what their decision means for Jason and Lorri going forward.
Did you miss the first part of this conversation? If so, check out Episode 33: "Breaking Up With My Financial Advisor?"
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