Episode 3: the value of advice

In this episode Peter Ward talks with Tyler Martin about the value of seeking advice. Sometimes we literally don’t know what we don’t know, and when reaching out to a trusted professional can save both time and money. When it comes to financial matters, the skillset and wisdom of an advisor can help you reach your goals. Learn about: 


  • The value an advisor brings to the table.
  • The big picture - how advisors focus on holistic advice
  • How advisors help to tailor a plan to your specific needs.


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Download transcript (PDF)


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