Ep 218: Dissecting Financial Lies You Might Hear
There are some financial advisors who are just flat-out liars, but that’s actually pretty rare. More often, advisors are guilty of making statements that they’ve been conditioned to say over the years, even if those statements aren’t exactly brimming with truth.
Today we’re going to take a little time to talk about why you should be cautious if you hear any of these statements from a financial advisor and try to explain what they might actually mean.
Here is some of what we’ll discuss in this episode:
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
Create your
podcast in
minutes
It is Free