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Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald 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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Don't Trust, Verify

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Manage episode 420804335 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald 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.

In today's episode:

  • 0:04 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 Implications
  • 25:10 Upcoming RetireMeet East Event

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1560 episodes

Artwork

Don't Trust, Verify

Talking Real Money - Investing Talk

197 subscribers

published

iconShare
 
Manage episode 420804335 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald 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.

In today's episode:

  • 0:04 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 Implications
  • 25:10 Upcoming RetireMeet East Event

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1560 episodes

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