Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Don't Trust, Verify
28 minutes Posted May 28, 2024 at 8:59 pm.
The Trust Issue 2:43 Custodians and Fiduciaries 3:12 Finding True Fiduciary Help 3:53 Fee-Only vs Fee-Based 5:43 Various Compensation Models 8:02 Understanding Terminology 10:52 Brokercheck.org Exploration 12:08 Where to Find Trusted Advisors 13:56 Vetting Financial Advisors 15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains 23:13 Dealing with Tax Implica...
0:00
28:49
Download MP3
Show notes
In today's episode: