Ep 19 | Avoid These 3 Red Flags with Financial Advisors
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Ep 19 | Avoid These 3 Red Flags with Financial Advisors
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In this episode of The F. Word, Priya Malani pulls back the curtain on what actually counts as valuable financial advice and how to spot the red flags that too many high earners ignore.
From hidden fees to outdated investment strategies to insurance salespeople disguised as “wealth managers,” Priya breaks down what you should expect from a real financial partner—and why just managing your investments is the bare minimum.
If you're paying top dollar for a basic login and some jargon, it's time to rethink that relationship.
Tune Into This Episode to Hear:
The 3 biggest red flags to watch out for when working with a financial advisor
Why “investment management” is the easiest part of the job—and shouldn’t cost 1%
How to know if your advisor is actually helping you build wealth (or just playing pretend)
The red-flag phrase that should make you run: “We can beat the market”
Follow Priya Malani:
LinkedIn | Instagram | Youtube | Stash Wealth
THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.