What Surprised a New Advisor the Most About Money

This episode flips the script as Robert interviews Tim Albergotti about the wild, honest, and surprising things he’s learned in his first two years as a financial advisor.
Tim shares misconceptions people have about investing, what typically holds clients back from getting started, and the real cost of short-term decisions like cashing out a retirement account for a birthday party.
It’s unscripted, funny, and packed with wisdom—especially for anyone early in their financial journey.

Grab their book Financial Harmony, Personal Fulfillment on Amazon—and leave a review to help it climb the charts!

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