• Calling Out Retirement Advisor Fraud (and How to Avoid it)

  • 2025/04/24
  • 再生時間： 16 分
  • ポッドキャスト

Calling Out Retirement Advisor Fraud (and How to Avoid it)

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  • サマリー

  • Not all financial advisors are created equal—and in this episode, I explain why.

    From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.

    We’ll talk about:

    • The red flags that often get missed—until it’s too late

    • Why titles like “fiduciary” and “trusted firm” don’t mean what you think

    • What you should look for when choosing an advisor

    • How to stay safe when working with an annuity agent

    Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.

    Want to go deeper?
    Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.
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あらすじ・解説

Not all financial advisors are created equal—and in this episode, I explain why.

From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.

We’ll talk about:

  • The red flags that often get missed—until it’s too late

  • Why titles like “fiduciary” and “trusted firm” don’t mean what you think

  • What you should look for when choosing an advisor

  • How to stay safe when working with an annuity agent

Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.

Want to go deeper?
Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.
続きを読む 一部表示

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