Latest / The Investor Coaching Show with Paul Winkler
You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product
Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education and are selling high-commission products. Listen along as Paul explains what is wrong with the training and education in the industry and how the products with the highest commissions just happen to be the ones financial planners think are in your best interest. Want to cut through the myths about retirement income and learn evidence-based…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.