Thu, 14 March 2019
The market has been charging forward for a while now, but not everyone is benefitting. I share a story that explains why we need to teach our children about adulting.
I recently met a woman who cashed out her retirement plan since it has done nothing over the last 5 years. Upon further questioning I realized that her “financial planner” was in fact an insurance salesman who conned her. The industry needs to push so that anyone pushing commission based products are called salesman and not financial planners. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_3-14-1932k.mp3
Category:financial planning -- posted at: 6:00pm PDT |