Info

Better Money Decisions

You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and "normal" people who have taken the right steps to make better money decisions.
RSS Feed
Better Money Decisions
2019
May
April
March
February
January


2018
December
November
October
September
August
July
June
April
March
February


2017
August
July
June
May
April
March
February
January


2015
December
November


Categories

All Episodes
Archives
Categories
Now displaying: Page 1
Jul 12, 2018

A good financial advisor should be there to assist you in understanding your assets; frankly, that isn’t always the case. Many advisors take advantage of their clients and their lack of understanding. No one wants to be in this situation and facing uncertainty for their financial future. Tune into this episode of Better Money Decisions with Kate Stalter and Lorraine Ell to learn how to avoid a financial crisis and replenish your account. 

 

Show Highlights:

 

  • Not putting up with subpar financial advisors 
  • Horror stories of poor advisors 
  • Being ignorant and stuck in the past 
  • Finding new ways to help your clients 
  • Advisors taking advantage of unaware clients 
  • Advisors incentives and mutual funds 
  • Suitability Rules 
  • Working with someone you like but isn’t working in your best interest
  • Ways clients aren’t being served 
  • Women being discredited 
  • The downfall of handling your own finances 
  • Runaway inflation and bond portfolios 
  • Achieving the best outcome for retirement 

 

Resources:

Brokercheck.com 

Bettermoneydecions.com 

Wecanhelp@bettermoneydecisions.com 

844-507-0961

 

Bozos, Monsters and Whiz Bangs Financial Advisors ebook

 

https://bozosmonsterswhizbangs.com

0 Comments
Adding comments is not available at this time.