Want to create an interactive transcript for this episode?
Podcast: Talking Real Money - Investing Talk
Episode: Don't Trust, Verify
Description: In today's episode:
0:04Â The Trust Issue
2:43Â Custodians and Fiduciaries
3:12Â Finding True Fiduciary Help
3:53Â Fee-Only vs Fee-Based
5:43Â Various Compensation Models
8:02Â Understanding Terminology
10:52Â Brokercheck.org Exploration
12:08Â Where to Find Trusted Advisors
13:56Â Vetting Financial Advisors
15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains
23:13Â Dealing with Tax Implications
25:10Â Upcoming RetireMeet East Event
Learn more about your ad choices. Visit megaphone.fm/adchoices