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[Updated Post] 👨‍💼 Finding the right advisor speeds up your progress by 50% and it should be in your 2024 goals 👨‍💼

I previously wrote an article on how to find the right financial advisors to kickstart your journey. I stumbled on this LinkedIn article and found that it made a whole lot of sense. I updated our article to include this anecdote.

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pocketmint
December 26, 2023

Hi there!

We met with our financial advisor recently for our regular portfolio review. As 2023 is coming to a close, if you have not done so for the year, this is the timely reminder for you to do so.

After receiving some ‘nasty’ financial advice, I thought that it would be good if I had a guide early on to help me avoid some mistakes. This then became 1 of the earliest article that I wrote: how to find the right financial advisors to kickstart your financial journey.

Just recently, I stumbled on this LinkedIn article and found that it made a whole lot of sense.

Ethan Evans on LinkedIn: ~55% of my wealth came from investments made by an advisor. This will… | 83 comments

~55% of my wealth came from investments made by an advisor. This will offend some people (tough!), but most financial advisors are bad. I will tell you why… | 83 comments on LinkedIn

www.linkedin.com/posts/ethanevansvp_55-of-my-wealth-came-from-investments-made-activity-7142547848411103232-H-Fj?utm_source=share&utm_medium=member_desktop

I updated our article to include this anecdote: Link to article

We regularly update and refresh our guides to ensure that they are relevant and useful. Review the list of guides that we have published so that you can avoid our mistakes. Let us know what other questions you have too.

We also spent ridiculous amount of time creating templates to help us and you get better at managing finances. Check out our latest Insurance Tracking Template:

Stay tuned for more exciting updates, informative articles, and exclusive news. We're dedicated to helping you make the most of your personal finance journey.

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