financial advice
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Wednesday Workshop: About Financial Advisers
Who are Professional Financial Advisors? This month we’ve been talking about advice. We started with how to know whether you’re getting good or bad advice and moved onto what we can do to make sure we’re giving good advice. We’ll continue the conversation this week by talking about professional financial advisors, the professional training they…
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Wednesday Workshop: Techniques to Give Good Advice
Techniques to Give Good Advice Recording for 11/09/2022… As we start to learn more about financial wellness, we inevitably encounter many well-meaning people who want to share their advice. Last week’s call was all about how to know whether the advice you’re receiving is good or bad advice. We continued the discussion this week and…
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Wednesday Workshop: Telling Good Advice from Bad Advice
Telling Good Advice from Bad Advice When we want to make a change to our finances, many of us seek advice. Maybe we want to be told what to do, or maybe we want to be told we’re about to do the right thing. What ever the reason, though, how do we know that the…
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Wednesday Workshop: Economists Advice
This week we talked about why it may be ok to save inconsistently. A paper by Yale finance professor James Choi made the news this week. Choi studied the advice from the 50 most popular personal finance books, according to GoodReads, and compared it to the advice economists give about the same topics. While personal…