Don't Trust, Verify
May 28, 2024•30 min•Transcript available on Metacast Episode 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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