During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

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Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...