66| Help! My Financial Advisor is Also My Estranged Brother

Have you ever found yourself in an awkward situation with a family member that also happens to be your financial advisor and broker? 

In this episode of our podcast, we discuss a listener's question about their complicated relationship with their brother, who owns his own brokerage and has custody of the majority of their assets. The listener's brother has turned his back on the entire family on political grounds, causing tension and concern about the security of the listener's assets. Should they move to another brokerage, or are their assets secure in this situation? Join us as we explore this delicate topic.

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Today's awkward story is brought to you by H&R Block! Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://www.AwkwardPodcast.com/HRBlock

 

Both Allison and Chris have solo podcasts that they host on their own. Come check out and support their shows!

Allison - Inspired Budget Podcast
Chris - Popcorn Finance

 

Have an awkward money situation? If so, we want to hear from you! Feel free to call in, leave us a voicemail, and we will play it on the show. You can either share your name or remain completely anonymous.⁠

⁠The number to call is 707-200-8259 or visit https://AwkwardPodcast.com

 

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