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The world of investing can be murky. When seeking the help of an Investment professional, how can you know if they are putting your interests before their own?
Today we interview Dan Cuprill from Cincinnati, Ohio. Dan is a Certified Financial Planner and Chartered Financial Consultant who has been assisting investors since 1994 with a less-than-common approach of doing so.
In This Episode We Look At:
- Pros and cons of Wall St. "What does McDonald's have in common with buying stocks?"
- We'll find out why Dan says, "Everyone I've ever met pays more in taxes than they should." and what taxpayers can do about it.
- What is a Backdoor Roth IRA?
Today's Resources and Links:
One Thing You Can Do Today to Improve Your Financial World:
When choosing an investment professional, look for someone who is focused on educating and guiding you instead of focused on selling a product. There should also be a "feel-good" connection between you.
What Are Your Thoughts?
If you have a question or comment about today's topic, we invite you to share your thoughts.