Russ talks about the challenges of managing finances in volatile markets and the importance of having a clear financial plan. Russ shares a story about a football player who consulted his financial advisor before making a car purchase. The conversation ends with a segment called 'The World's Worst Financial Advisor,' highlighting the importance of providing meaningful and personalized financial advice. In this conversation, Russ discusses the potential downsides of relying on fancy reports and the importance of personalized information.
Reach Russ at 617-674-2000.
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