Latest / InvestBetter.™ Podcast
InvestBetter.™ — What does it mean?
Ever feel like everyone else knows the rules of the money game except you? In the launch episode of the InvestBetter podcast, Sten Morgan, CFP®, is joined by Wendell Moon, InvestBetter's Creative Director, to talk about why this show exists.
Sten shares how he went from insurance to investments to building a firm around advice, and what that path taught him about a system where the advice often follows the product being sold. Then he walks through the investment decision filter he uses with clients: four checks on risk, performance, time and fees to run before you put money into a stock, a…
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