If you grew up trusting your parents’ financial advisor, you might assume you’re in good hands. But what if that loyalty is quietly costing you thousands?

In this episode, Priya Malani unpacks a real story of a “legacy” advisor who mismanaged a client’s trust fund for years, proof that what worked for your parents’ generation doesn’t work for today’s high earners. She breaks down how outdated investment frameworks can stall your progress, why blind trust isn’t a financial strategy, and what to look for in an advisor who actually understands your goals and lifestyle.

By the end, you’ll know exactly how to spot red flags, modernize your money strategy, and make sure your money’s growing with you, not stuck in the past.

Takeaways:

• Outdated “family” advice can quietly cost you six figures.
• Personalized planning isn’t a luxury, it’s the only way to grow wealth intentionally.
• The right advisor builds a plan around your life, not your parents’ playbook.Blind trust is not a strategy; understanding what your want your money to do is.

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The Stuff Our Lawyers Want Us to Say:

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.