Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/

Is having more than one financial advisor a smart move or a recipe for confusion? Today, Dennis breaks down the motivations behind splitting assets between multiple experts and highlights the common pitfalls of this approach. You’ll also hear about why consolidating with one trusted advisor may often lead to better planning and peace of mind. Curious if your strategy to have multiple advisors is helping or hurting your wealth? Tune in to find out!

Here’s some of what we discuss in this episode:

💬 Two-Advisor Debate: exploring whether more advice really means better outcomes

💸 Why People Split Accounts: fear, diversification myths, or habit

⚖️ Problems with Multiple Advisors: conflicting advice and tax inefficiencies

🔄 Consolidation Tips: how to simplify and align your financial strategy

🧭 First Meetings Matter: the value of interviewing and finding the right fit

Our website: https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

Facebook: https://www.facebook.com/profile.php?id=100063561056644

LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

X: https://x.com/dennishorr