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