Finding The Right Financial Advisor & Not a Crook

Guarding Your Nest Egg

Indhold leveret af Kristen Charles and Talon Wealth. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Kristen Charles and Talon Wealth eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

1+ y ago 22:06

MP3•Episode hjem

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.

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100 episoder

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