Finding The Right Financial Advisor & Not a Crook

Guarding Your Nest Egg

コンテンツは Kristen Charles and Talon Wealth によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Kristen Charles and Talon Wealth またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

10M ago 22:06

MP3•エピソードのホーム

After Mike straightens Kristen out on a “fun fact” that he thinks is a “false fact” about the summer heat ☀️, we discuss a concern many Americans ponder:

❓How do we make sure we’re not going to be taken advantage of when it comes to our money for retirement?

After Bernie Madoff became a household name in 2008, stories of investment advisors NOT being good stewards of their client’s assets have heightened that concern. After discussing a recent ruling against a major bank, Mike shares actionable steps investors can take to help verify if they can feel comfortable working with a fiduciary financial advisor they choose... Because with so much retirement planning advertising, sometimes it's tough to know where to turn for help with 401(k) accounts, IRAs, and other assets.

See omnystudio.com/listener for privacy information.

100 つのエピソード

#Trading #Business #Entrepreneur #Podcasting Education #Kristen Charles #Talon Wealth #Mike Lester