Finding The Right Financial Advisor & Not a Crook

Guarding Your Nest Egg

Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

11M ago 22:06

MP3•Episodio en casa

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 episodios

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