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

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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 info@yourfinancialpharmacist.com 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.