Case Study Sunday – "Give Me My $12,000 Back!" How This Investor Got Their Money Back From a Financial Adviser ⎜ Ep. 1221

In this episode, we are joined by Kathy Faulkner to discuss a case study of a property investor who paid $12,000 to a financial adviser to get financial advice and access to the financial adviser's information.  But, in the end, these investors didn't see value in the information that was provided. We walk through what this investor did to get their money back and what their next steps in property investment are.  We wrap up the episode by mentioning that you can use the public version of our My Wealth Plan software to calculate what your retirement is going to look like.