How to Break up With Your Financial Advisor (in 5 steps)

If you're considering breaking up with your financial advisor, here are 5 simple steps to get it done this week. Nectarine: https://marriagekidsandmoney.com/nectarine (affiliate) If you sign up for Nectarine's service through our link, we will receive a commission. Thank you for considering it! CHAPTERS 00:00 - Intro - How to Break up With Your Financial Advisor (in 5 steps) 00:35 - Our Personal Story with a Bad Advisor 01:45 - The $5,000 Mistake 02:18 - Step 1: Find Your Next Investing Partner 04:23 - Step 2: Understand the Fees 05:05 - Step 3: Get Help with the Transfer 05:42 - Step 4: Do Not Send Yourself the Money 06:20 - Step 5: Remove Emotion from the Equation 07:45 - Final Thoughts and a Better Way Forward #Retirement #InvestingTips #FinancialAdvisors #FamilyFinance #PersonalFinance OTHER VIDEOS TO WATCH Is $2 Million Enough to Retire? https://youtu.be/Y17k6mfRH9A Am I On Track For Retirement? https://youtu.be/BS32Uz7dKXk Coast FIRE w/ $2 Million | Tae Kim (Financial Tortoise) https://youtu.be/mah725Ow4Tw BIO - ANDY HILL: Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock. ✅ CONNECT WITH US Instagram: http://instagram.com/marriagekidsandmoney Blog: https://marriagekidsandmoney.com Podcast: https://marriagekidsandmoney.com/podcast-archive/ HOW WE MAKE MONEY + DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser. Information shared on this channel is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Research & Writing: Andy Hill, AFC® Video Editing: Hinz Video Thumbnails: Ardi, The Thumbnail Wiz Channel Management: Nev Maraj