Financial Planning | Personal Finance | Podcast

S2E7: Common Insurance Mistakes Beginners Make ft. Hariz and Elijah, Independent Financial Advisors

28 Sep 2020

Advice About Choosing Advisors From… Advisors

In this episode, the conversation continues between Yuanduan, Hariz and Elijah, who dive deep into what beginners might forget when choosing their own financial advisors for the very first time. Contentious subjects come up, including common insurance mistakes. Talking points include:

  1. Is it safe to hire your friend or family member as a financial advisor?
  2. What can we do if our financial advisors turn out to be bad for us?
  3. How do we evaluate early on if we’re over-insured for our age?
  4. What even is the difference between an insurance agent and a financial advisor?

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