Calling Out Retirement Advisor Fraud (and How to Avoid it)
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Calling Out Retirement Advisor Fraud (and How to Avoid it)
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À propos de cette écoute
Not all financial advisors are created equal—and in this episode, I explain why.
From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.
We’ll talk about:
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The red flags that often get missed—until it’s too late
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Why titles like “fiduciary” and “trusted firm” don’t mean what you think
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What you should look for when choosing an advisor
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How to stay safe when working with an annuity agent
Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.
Want to go deeper?
Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.
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