Ask a YFP CFP® #89: How do I move my investment accounts from my financial advisor to managing them myself?

Oct 18, 2021

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Kelsey in Omaha, Nebraska: How do I move my investment accounts from my financial advisor to managing them myself?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Nuts and Bolts to Hiring a Financial Planner
• Schedule a free Discovery Call with YFP Planning
• Send in your questions here or to [e-mail]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.