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Do your values align with your financial advisor

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.

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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.

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Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.

By Tara BrucePublished On: July 17th, 2024

About the Author: Tara Bruce

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