
Ep 146: A Financial Advisor Helped Us Uncover Our Own Financial Blind Spots
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About this listen
Ever wonder what a financial advisor really tells you?
In this candid episode, we pull back the curtain on our recent meeting with an independent financial advisor. We’re sharing the surprising truths we learned, the validation we received, and the exact steps we’re taking to strengthen our financial future.
This isn't about complex theories; it's a real-life look at how an outside perspective can illuminate your path and empower you to move forward with confidence. We discovered that while we are doing very well and are on track with our goals, there were crucial blind spots we had completely missed.
If you’ve been curious about working with a professional or just want to see how a real financial plan gets refined, this episode is for you.
Our website: www.forbetterandworth.com
Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have
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Connect with us:
Instagram: @forbetterandworth
YouTube: @forbetterandworth
Ericka: @erickayoungofficial
Chris: @1cbyoung