4.6 • 682 Ratings
🗓️ 24 October 2023
⏱️ 8 minutes
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0:00.0 | brought to you by the every dollar app start budgeting for free today kim is with us |
0:07.4 | kim is in ashville north carolina starting off this hour hi kim how are you hello how are you |
0:13.2 | better than i deserve what's up okay so i have a question um we hired a gentleman to do our taxes |
0:20.3 | in march of this year and we ended up hiring him to do financial planning for us as well. |
0:27.3 | And after hiring him to do that, we discovered that he had filed bankruptcy twice and had been sued for writing a bad check. |
0:38.1 | When? |
0:38.3 | The question is, well, he filed bankruptcy in 2019 was his last one. |
0:45.1 | That was the second one. |
0:46.2 | And it said the certified financial planning board revoked his right to use their certification mark. |
0:53.9 | And then he also was sued for writing a bad check to a moving company. |
0:58.7 | Recently? |
1:00.6 | That was in 2018. |
1:04.9 | And so we had already paid him a large fee to use him for financial planning. |
1:11.6 | And I guess my question is, should this be of concern to us? |
1:15.6 | We have discussed this with him. |
1:17.6 | What did he say? |
1:18.6 | He says that we don't understand what it's like to run our own business. |
1:24.6 | And just basically was, you know, he was very rude about it and said his business would |
1:30.4 | go on with or without us ooh uh i'm money back i am leaving i don't care about the bankruptcy |
1:35.8 | with your butt i don't want to work with you right and you don't get to be rude to me about |
1:41.0 | this yourself yourself you're defensive which means that, yeah. |
1:46.3 | Yeah, he was very defensive. I've been sued and I filed bankruptcy. But if you ask me about it, |
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