Day: April 5, 2018

Episode#49: Mailbag: Downsizing, Big vs. Small Companies, And Forced Budgeting

Great questions on the podcast this week from Mark, Lynne and Carrie. Mark has questions about how to properly finance the decision to downsize to a smaller house. Lynne is wondering about working with big financial companies vs. independent advisors. And Carrie says an advisor is forcing her and her husband to live on a budget. It’s a requirement for them to work together. She wants to know if that’s normal and if Matt has seen other examples like this where advisors place certain “rules” on the client/advisor relationship.

April 5, 2018 No Comments

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