@wealthwithtess: This is an ethical gray zone no one talks about. And it’s exactly why I teach women how to invest for themselves or at least understand enough about investing to make smart choices including who they work with and what they do for them. That way you don’t have to rely on advisors with misaligned incentives. So you can see what’s happening with your money. And so your family isn’t left dealing with things like this. Unfortunately estate lawyers say that this kind of thing happens all the time. If you want to learn how to manage your own money (or just not get taken advantage of)… 💬 Drop a “READY” in the comments. I’ll DM you an invite to the next free investing workshop.

Tess Waresmith

Open In TikTok:

Region: US

Tuesday 27 May 2025 11:08:52 GMT

2136

117

Music

Download

No Watermark .mp4 (10.59MB) No Watermark(HD) .mp4 (5.14MB) Watermark .mp4 (10.97MB) Music .mp3

Comments

Scottie P. :

So he’s not a fiduciary?

2025-05-29 00:15:16

DaisyDfleur :

There should be a cap on the time they could do that until action is mandated

2025-05-27 12:17:38

lil pookie :

Love it, Tess. Great info

2025-07-12 00:09:08

heyheyallday :

We want to get away from a financial advisor who’s been collecting from us for the last few years. No idea where to go, though. I have a SEP through etrade, but this is a traditional IRA.

2025-05-27 13:45:12

Tracey Vlahos, Hormone Balance :

I appreciate your realness & awarness! ❤️🙏

2025-05-31 18:16:48

user73150357965668 :

You have to file a probate and it can take up to a year for an estate to be settled and people who think they can just cash everything out overnight. You have to have a death certificate. You have to send it in. They have to get it approved. You’re being unreasonable.

2025-06-02 05:13:52

Ash N’Ella :

That’s when you file a complaint with the courts for holding up the estate

2025-05-27 17:27:37

To see more videos from user @wealthwithtess, please go to the Tikwm homepage.