Episode Details
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Don't Trust, Verify
Published 1 year, 10 months ago
Description
In today's episode:
- 0:04 The Trust Issue
- 2:43 Custodians and Fiduciaries
- 3:12 Finding True Fiduciary Help
- 3:53 Fee-Only vs Fee-Based
- 5:43 Various Compensation Models
- 8:02 Understanding Terminology
- 10:52 Brokercheck.org Exploration
- 12:08 Where to Find Trusted Advisors
- 13:56 Vetting Financial Advisors
- 15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains
- 23:13 Dealing with Tax Implications
- 25:10 Upcoming RetireMeet East Event
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