• What Surprised a New Advisor the Most About Money

  • Apr 23 2025
  • Length: 41 mins
  • Podcast

What Surprised a New Advisor the Most About Money

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  • Summary

  • This episode flips the script as Robert interviews Tim Albergotti about the wild, honest, and surprising things he’s learned in his first two years as a financial advisor.
    Tim shares misconceptions people have about investing, what typically holds clients back from getting started, and the real cost of short-term decisions like cashing out a retirement account for a birthday party.
    It’s unscripted, funny, and packed with wisdom—especially for anyone early in their financial journey.

    Grab their book Financial Harmony, Personal Fulfillment on Amazon—and leave a review to help it climb the charts!

    #FaithFinanceFamily #MyFatherSaidPodcast #FinancialLiteracy #AdvisorInsights #MoneyDecisions
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