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88: How Financial Advisors Help With Real Life—Not Just Your Portfolio
Manage episode 482728216 series 3371673
Think financial advisors just pick stocks? Think again. In this episode, Jess and Brandon unpack what really makes an advisor invaluable—hint: it’s not yelling into phones like Wolf of Wall Street.
From planning maternity leave and budgeting for braces to navigating tough talks with aging parents, great advisors help you make money decisions that align with your life, not just your portfolio. And sometimes? Their job is reminding you it’s okay to spend the money you’ve saved.
If you want peace of mind, not just performance, this episode is your guide to what good financial advisors actually do—and why it might be time to rethink what that relationship could look like.
Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship.
Watch this episode in video form on YouTube
To apply to be a guest on the show
You can email us at: [email protected]
Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram
Learn more about Brandon and schedule a free 30-minute introductory call with him
Please remember to subscribe, rate, and review.
Chapters
1. Introduction to Financial Advisor Reality (00:00:00)
2. Debt Reduction Service Announcement (00:05:45)
3. Helping Clients Enjoy Their Money (00:08:15)
4. Navigating Life's Unexpected Expenses (00:12:45)
5. Family Financial Planning Conversations (00:16:00)
6. Finding Peace of Mind with Money (00:19:30)
116 episodes
Manage episode 482728216 series 3371673
Think financial advisors just pick stocks? Think again. In this episode, Jess and Brandon unpack what really makes an advisor invaluable—hint: it’s not yelling into phones like Wolf of Wall Street.
From planning maternity leave and budgeting for braces to navigating tough talks with aging parents, great advisors help you make money decisions that align with your life, not just your portfolio. And sometimes? Their job is reminding you it’s okay to spend the money you’ve saved.
If you want peace of mind, not just performance, this episode is your guide to what good financial advisors actually do—and why it might be time to rethink what that relationship could look like.
Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship.
Watch this episode in video form on YouTube
To apply to be a guest on the show
You can email us at: [email protected]
Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram
Learn more about Brandon and schedule a free 30-minute introductory call with him
Please remember to subscribe, rate, and review.
Chapters
1. Introduction to Financial Advisor Reality (00:00:00)
2. Debt Reduction Service Announcement (00:05:45)
3. Helping Clients Enjoy Their Money (00:08:15)
4. Navigating Life's Unexpected Expenses (00:12:45)
5. Family Financial Planning Conversations (00:16:00)
6. Finding Peace of Mind with Money (00:19:30)
116 episodes
All episodes
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