1069: Why I Dumped My Financial Advisor by Helene Massicotte of Free To Pursue on How to Lower Investing Expenses

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 12 February 2020

⏱️ 8 minutes

🔗️ Recording | iTunes | RSS

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Summary

Helene Massicotte of Free To Pursue shares why she dumped her financial advisor. Episode 1069: Why I Dumped My Financial Advisor by Helene Massicotte of Free To Pursue on How to Lower Investing Expenses Helene Massicotte blogs about living life on your terms and experiencing true personal freedom. She describes herself as a person in search of all that life has to offer and who has built a life that enables her to do just that. No more, no less. She chose to retire from corporate life in her mid-thirties because it wasn't in line with what she wanted anymore. The original post is located here: http://www.freetopursue.com/blog/2016/6/27/why-i-dumped-my-financial-advisor Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Have you ever had an instant connection with someone? You see them and you just know.
0:04.6	Butterflies in your stomach, wedding bells ringing, the whole enchilada.
0:08.8	It's more than just compatibility. It's a special connection.
0:13.2	They're the one.
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0:30.4	This is Optimal Finance Daily episode 10 1069 why I dumped my financial advisor by
0:36.4	Alen Masseycotte of free to pursue.com and I'm Dan I'm your host and this is where I read
0:41.9	to you from some of the best blogs on personal finance every single day, and that includes weekends and holidays.
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0:55.3	subscribe to hear a lot more great articles narrated to you for free. But for now let's get right
1:00.6	to it as we continue optimizing your life.
1:04.0	Why I Dumped my Financial Advisor by Elaine Masikot of Free To Pursue.com.
1:14.1	I was with my broker for over a decade.
1:16.5	I trusted him because he was an old university friend and having worked with him on some business
1:20.8	school projects, I also knew he was very intelligent and personable.
1:24.9	And he was also up front about his compensation, and he didn't recommend anything he wouldn't
1:28.9	be confident investing in himself.
1:31.3	The advice was sound, and his fee of a thousand dollars per year felt fair, so I didn't see any need to make a change. Life was good.
1:39.0	Then he had the nerve to fall in love with an American woman, a love, which led him to move to the US.
	...

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