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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
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
After looking through the educational materials for the Series 65 exam, Paul finds why so many investors are led astray by advisors selling products and giving investors exactly what they think they need. Paul and Ira talk about how some of these educational materials sound like malpractice and why you need an advisor who has more education and won’t just regurgitate the sales pitches of common investment products.
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