Aug 1, 2019
How do you make sure to protect your hard-earned money? Get help from a financial professional you trust. But how can you be sure they are trustworthy? After this episode, you'll have a good sense of what to look for.
You can see the full show notes here.
Take a look at the episode rundown below:
0:15 - Adrian Peterson, Washington Redskins running back, being sued for failure to pay $5.2 million loan.
1:18 - His lawyer says the athlete trusted the wrong people.
2:30 - New clients of Brian left an advisor who had apparently had six disclosures.
3:59 - Sometimes it is good to get a second opinion.
4:38 - Anybody who is a professional in another field is focused on that first, so a financial advisor can help.
7:05 - Not everybody is looking for the protection of an annuity.
8:00 - A fiduciary finds the appropriate products for their clients.
9:18 - You need to educate yourself where you can.
12:03 - How do you plan for adjusting to not working in retirement?