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How do you find a good advisor to help you manage your money and plan for retirement? This is a question we get a lot, and the truth is, finding a good financial advisor can be a lot trickier than we imagine. What are the subtle signs to look out for that say you can trust a company or not? Here, we highlight the weasel words, and other devious little tricks, financial companies can use to bamboozle you. By the end of this episode, you’ll have a good idea how to judge a good financial advisor from a bad one, be more equipped to handle any financial advisor or broker manipulation and feel more confident in the management of your retirement money.
Quotes from the Show:
“If you know nothing, Wall Street is an expensive place to get a lesson.” — [0:01:16]
“The bottom line is you should not have multiple retirement plans floating around.” — [0:12:00]
Learn more about Dimensional Funds.
How to streamline your online research process.
Being aware of fiduciary fakers.
Discover what a company’s ADV Part II is.
Why you’ve got to read a company’s ADV.
Weasel words you need to know.
Investor Alert! Commissionable products.
Meet the man who had twelve 401(k) plans.
The difference between a Rollover and a Distribution.
Why you need to avoid multiple retirement plans.
How to move your 401(k) money safely.
Vestory — https://vestory.com/
Dimensional Funds — https://us.dimensional.com/
Yelp — https://www.yelp.com/
FINRA Investor Alerts — http://www.finra.org/investors/alerts
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