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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Monday Apr 18, 2022
Monday Apr 18, 2022
Paul and Ira continue looking through the Series 65 license test prep materials and get a good laugh at how poorly it prepares people to provide adequate financial advice. Listen along as they share specific examples on ways the material claims that advisors can “help” their clients. Paul then encourages investors to find a properly educated advisor so they don’t fall into some of these obvious investment traps.
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