Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!
Afford Anything | Make Smart Money Choices
Paula Pant | Cumulus Podcast Network
4.7 • 3.6K Ratings
🗓️ 27 December 2023
⏱️ 70 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Joe, when you were a financial advisor, did you ever have clients who had multiple |
| 0:04.6 | financial advisors, you and other financial advisors? Yes, and that was always a struggle. |
| 0:11.1 | Mm, well we are going to kick off today's episode with a question |
| 0:16.1 | from someone whose retired 78 year old mom has two financial advisors done done, done, and some questions that come along with it. |
| 0:26.9 | Welcome to the Afford Anything Podcast, the show that understands you can afford anything, |
| 0:31.2 | but not everything. Every choice you make carries a trade-off and that doesn't just |
| 0:36.0 | apply to your money. That applies to your time, your focus, your energy, your attention to any limited |
| 0:41.6 | resource that you need to manage. So that opens up two |
| 0:45.1 | questions. What matters most and how do you make decisions accordingly? |
| 0:48.8 | Answering those questions is a lifetime practice. That's what we are here to explore and |
| 0:53.8 | facilitate. My name is Paula Pant. I am the host of the Afford Anything |
| 0:57.1 | Podcast every other week. We answer questions that come from you alongside my |
| 1:02.3 | buddy, the former financial advisor |
| 1:04.7 | Josall see hi what's up Joe what's up Paula how are you I am great how you doing I'm |
| 1:10.6 | good so I went to a local farm which has all kinds of local produce I'm actually |
| 1:21.4 | taking one of the masterclass Michael Poland's masterclass I'm actually taking one of the masterclass, Michael Poland's masterclass, I'm better eating. |
| 1:25.0 | And one of the things, one of the lessons there was to find a regenerative farm in your area. |
| 1:33.6 | I'm like, I live in northeast conservative Arkansas. |
| 1:38.2 | There ain't gonna be any, there is. |
| 1:40.9 | There's this really cool farm, and this woman has all these wonderful products and so I am |
| 1:46.4 | drinking locally roasted coffee and tonight I'm having locally made Browerst. |
| 1:53.0 | Wow, where's my invitation Joe? |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Paula Pant | Cumulus Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Paula Pant | Cumulus Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

