Don't Trust, Verify

Written By Don McDonald

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

Don McDonald
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