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Content provided by Jordan Grumet (Doc G). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Grumet (Doc G) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider
Manage episode 416722043 series 2468660
Content provided by Jordan Grumet (Doc G). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Grumet (Doc G) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Manage episode 416722043 series 2468660
Content provided by Jordan Grumet (Doc G). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jordan Grumet (Doc G) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Similar to Earn & Invest
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
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continue reading
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…
continue reading
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…
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…
continue reading
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…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
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