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The Pete the Planner® ShowAuthor: Pete the Planner
Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep. 542: What to do if your financial advisor changes firms
Tuesday, 21 May, 2024
In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.
