2773: I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Personal Finance Habits & Advisors

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2773: Shannon McLay shares a deeply personal account of her journey as a financial advisor, emphasizing the emotional weight of managing clients' investments. She reveals the importance of transparency and urges investors to ask advisors how they invest their own money, highlighting the necessity of trust and alignment in financial advising. Read along with the original article(s) here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/ Quotes to ponder: "I felt the weight of hers and other client’s hopes and dreams falling on my investing shoulders, and it felt like the weight of the world." "I may be exaggerating a little, but I would want a financial advisor who lost sleep at night over my money rather than the alternative." "Your relationship with your financial advisor is similar to that of your spouse, and if you can’t trust them and feel comfortable knowing you are on the same team together, then why get married to begin with?" Episode references: The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 Learn more about your ad choices. Visit megaphone.fm/adchoices