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Revenue sharing can change your advisor’s view.
Episode 135
Published 7 years, 4 months ago
Description
Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market.
A caller anticipating a $200,000 inheritance asks if he should use the money to pay down a mortgage. A man in his 30s is expecting a baby and wants to make up for a late start saving. A caller with a $60,000 home equity loan asks if he can use it to save on taxes. Finally, a salesman is pitching a Sacramento woman a costly life insurance policy that she doesn’t need.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.