Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems?
Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today!
Here’s what we discuss in this episode:
💬 Two-Advisor Dilemma: why some people think more advisors mean more wisdom
🤯 Confusion & Diversification Myths: how too many voices can create problems
📈 Tax Impacts & Roth Conversions: when uncoordinated strategies could cost you money
🤝 When It Works: cases where multiple advisors can actually add value
0:00 – Intro
1:09 – Listener Question
3:00 – Tax Implications
7:13 – Positive Aspects of Multiple Advisors
8:52 – Final Thoughts
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