cover of episode 410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder

410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder

2023/4/10
logo of podcast Earn & Invest

Earn & Invest

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Shownotes Transcript

We talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?

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