Episodes

Friday Sep 06, 2024
Don’t Wait Around for the Government To Help You. You Can Help Yourself.
Friday Sep 06, 2024
Friday Sep 06, 2024
Paul brings multiple stories where investors are getting taken advantage of because they didn’t read the fine print. The hard truth all investors must come around to is that they can’t wait for the government to step in and protect investors against dangerous products and advisors who act in their own best interest. You need to take a moment, stop running on autopilot, and look at the fine print in all investment disclosures. Listen along as Paul shares exactly what documents to look for and where to look in them to understand if your advisor is working for you or just selling to you.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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