
Max and Valerie discuss their experience with a bad financial advisor and the steps to recover from their losses.
Max (46) and Valerie (47) thought they were doing everything right. But while the market was soaring 8-10% for everyone else, they discovered their advisor lost his license, while they lost over $150,000, plus years of compound growth they'll never get back. We walk through the steps they can take to correct their situation and get back on track with the Financial Order of Operations. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast…
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