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Podcast: The Investor Coaching Show with Paul Winkler
Episode: Paying for Planning vs. Paying for Products: How To Navigate a Sales Industry
Description: The harsh reality is that the investing industry is a sales-driven industry. Today, Paul and Evan explain how to navigate a sales industry to get what you need and not just line the pockets of investment companies. It really comes down to this idea: It’s always safer to pay for financial planning from someone who knows and understands your goals, your needs, and your full financial situation than it is to pay for products or people who are pushing a specific strategy or investment vehicle. The advisors get into a conversation about Roth conversions and how easy it is...