Podchaser Logo
Home
I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

Released Tuesday, 25th June 2024
Good episode? Give it some love!
I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

Tuesday, 25th June 2024
Good episode? Give it some love!
Rate Episode

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2773:Shannon McLay shares a deeply personal account of her journey as a financial advisor, emphasizing the emotional weight of managing clients' investments. She reveals the importance of transparency and urges investors to ask advisors how they invest their own money, highlighting the necessity of trust and alignment in financial advising.Read along with the original article(s) here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/Quotes to ponder:"I felt the weight of hers and other client’s hopes and dreams falling on my investing shoulders, and it felt like the weight of the world.""I may be exaggerating a little, but I would want a financial advisor who lost sleep at night over my money rather than the alternative.""Your relationship with your financial advisor is similar to that of your spouse, and if you can’t trust them and feel comfortable knowing you are on the same team together, then why get married to begin with?"Episode references:The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808Learn more about your ad choices. Visit megaphone.fm/adchoices

Show More
Rate

From The Podcast

Optimal Finance Daily - Financial Independence & Money Advice

Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulness, she covers it all, making financial wisdom accessible to everyone.Gain not just knowledge, but also the motivation to apply it in your daily life. It's not just a source of personal finance tips; it’s a daily companion that guides you towards financial independence and savvy money management, all delivered with Diania's trademark enthusiasm and expertise. By focusing on early retirement, financial independence, and saving money, each episode provides you with the tools needed to achieve your financial goals.This podcast is designed for those passionate about personal finance, early retirement, financial independence, and saving money. It’s your go-to source for practical advice on managing your finances, saving money, and working towards early retirement. Each episode offers actionable steps to foster financial independence and secure your financial future.Listen now, and become an OLD friend--your optimal life awaits...

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features