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Podcast: Talking Real Money - Investing Talk
Episode: Don't Trust, Verify
Description: Questions? Comments?In today's episode:0:04 The Trust Issue2:43 Custodians and Fiduciaries3:12 Finding True Fiduciary Help3:53 Fee-Only vs Fee-Based5:43 Various Compensation Models8:02 Understanding Terminology10:52 Brokercheck.org Exploration12:08 Where to Find Trusted Advisors13:56 Vetting Financial Advisors15:38 Insurance Companies and Investments 19:30 Dealing with Large Stock Gains23:13 Dealing with Tax Implications25:10 Upcoming RetireMeet East EventLearn more about your ad choices. Visit megaphone.fm/adchoices