Guarding Your Nest EggGuarding Your Nest Egg

“Deal Days” 📦 Marketing vs. Real Value

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money.  We’re on a mission to cut through  
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Regardless of the tax bracket, many Americans seek ways to save money and not pay full price. Made-up marketing holidays such as Amazon Prime Day 📦 on July 11th & 12th (along with competitors such as Walmart, Best Buy, and Target following suit in some fashion) seem to make that desire to save “easier.” This week Mike and Kristen discuss the difference between getting a deal, versus getting a deal on something you need, and how the same hype can be found in some of the marketing of various financial products, along with what to watch out for concerning your investments and accounts for retirement. 

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  1. Guarding Your Nest Egg

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Guarding Your Nest Egg

Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard 
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