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May 28, 2024

Don't Trust, Verify

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 Implica...

Show Notes

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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