Skip to content
TrackPodcasts
businessJan 21, 20259:33pending

When is the worst time to see a financial advisor?

About this episode

Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial advisor?


Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

See omnystudio.com/listener for privacy information.

Get every episode summarized

Each time Retirement Coffee Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

When is the worst time to see a financial advisor?

Retirement Coffee Talk

0:00
9:33

More episodes

More from Retirement Coffee Talk

View all episodes →