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Podcast: Your Financial Pharmacist
Episode: Ask a YFP CFP® #89: How do I move my investment accounts from my financial advisor to managing them myself?
Description: Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Kelsey in Omaha, Nebraska: How do I move my investment accounts from my financial advisor to managing them myself? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Nuts and Bolts to Hiring a Financial Planner Schedule a free Discovery Call with YFP Planning Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice...