Finding The Right Financial Advisor & Not a Crook

Published Jul 18, 2023, 10:00 AM

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.

Guarding Your Nest Egg

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