Do your values align with your financial advisor

Listen to the podcast here: https://moneypig.buzzsprout.com/2136084/15374202-do-your-values-align-with-your-financial-advisor

This Money Pig Podcast Episode features Tim Goodwin discussing the importance of value alignment, investment philosophy, client experience, and the movie Inside Out 2. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.

If you want an expert who can give sound advice and help you navigate how to invest your wealth best and plan for your retirement, reach out to us to schedule a quick call. One of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. The first step in our process is to schedule a free 15-minute intro call with our Goodwin Investment Advisory consultant here.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.