4.7 • 1.9K Ratings
🗓️ 6 September 2015
⏱️ 12 minutes
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0:00.0 | So Money episode 238, Ask Farnush. |
0:03.3 | You're listening to So Money, with award-winning |
0:07.3 | Money Guru Farnush Karabi. |
0:09.4 | Each day get a 30 minute dose of financial inspiration from the world's top business minds, authors, influencers, and from Farnus herself. |
0:18.0 | Looking for ways to save on gas or double your double coupons? |
0:22.0 | Sorry, you're in the wrong place. Save on gas or double your double coupons? |
0:22.6 | Sorry, you're in the wrong place. |
0:24.6 | Seeking profound ways to live a richer, happier life. |
0:28.1 | Welcome to So Money. Welcome back to So Money everyone and enjoying the long weekend. It is Labor Day weekend |
0:37.3 | 2015. Welcome to So Money. I'm your host, Farnush Tarabi. Thank you for joining me for another Ask Farnish session and of course if you |
0:46.2 | been listening to the show you know that these weekend episodes are soon to go away starting on September 14th that week that Monday I'm going to a five day |
0:56.7 | per week format getting rid of the weekends Monday through Thursday interviews with |
1:01.1 | interesting people about money then Fridays dedicated to answering |
1:04.4 | your money questions, which you can submit to me by going to So Money Podcast.com and clicking on Ask Pharnoosh. |
1:11.6 | So I just want to give you a reminder about that. And let's go to our questions. We've got just a few today. It's a lighter weekend of questions. I didn't get that many questions this week. But you know some weeks are busier than others. |
1:26.2 | We have a question here from Scott. |
1:27.7 | He says, my wife and I worked with an advisor from 2004 to 2009. |
1:32.0 | I've since come to realize that this person is nothing more than an asset |
1:35.2 | collector slash insurance product pusher. Yeah, I know what that's like. So Scott says, since then we have done DIY investing and I'd like to |
1:44.7 | transfer those assets into our Vanguard accounts however my wife likes this |
1:49.0 | advisor then doesn't want to create conflict and doesn't want me to transfer her investments away from this advisor. |
1:55.0 | It's her money and account and I see two options. Do nothing or transfer my accounts |
... |
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