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619. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder (Rewind)

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Manage episode 476165008 series 2468660
Content provided by Jordan Grumet (Doc G). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Grumet (Doc G) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this rewind episode 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?

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

641 episodes

Artwork
iconShare
 
Manage episode 476165008 series 2468660
Content provided by Jordan Grumet (Doc G). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Grumet (Doc G) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this rewind episode 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?

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

641 episodes

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