Financial Wellness and Investment Transparency

Gordon, Randy and Eric Smith discussed the importance of financial wellness and the need for consumers to have access to information to make informed decisions about their investments. Eric, an attorney turned CEO of Decision Technologies Corporation, shared his experience of being frustrated with the lack of transparency in the financial service industry. He explained how his company's decision assistance technology provides a tool for individual investors to score and rank available investment choices based on their specific needs. Eric emphasized that their product allows users to make decisions based on their own preferences, rather than relying on someone else's opinion. The conversation also touched on the issue of fiduciary responsibility in the financial industry and the need for more transparency in investment advice.

Video: https://tinyurl.com/FWT-EPI-5-Video

Host and guest contact information:

Gordon Oliver: website: Gordon Oliver | Cambridge Phone: (888) 544-3457 email: goliver@cambridgecredit.org

https://www.facebook.com/GordonOCares/

https://www.linkedin.com/in/gordonocares/

https://www.instagram.com/gordonocares/

Randy Nemeroff: website: https://www.perkplans.com/ Phone: (609) 471-0365 email:Nemeroff@perkplans.com

https://www.linkedin.com/in/perkplans/

https://www.facebook.com/PerkPlans

https://www.instagram.com/perkplans_/

Eric Smith: website: https://www.sayrita.com/home

Disclaimer: We are not licensed financial advisors, and the content shared on this podcast should not be considered personalized advice or a recommendation to purchase, sell, or invest in any financial product or service. Listeners are encouraged to consult with a qualified financial advisor, accountant, or legal professional before making decisions based on the information provided. All investments and financial products involve risks, including the loss of principal. The opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the views of the producers or affiliates of Financial Wellness Today. We make no guarantees about the completeness, reliability, or accuracy of the information discussed. By listening to this podcast, you acknowledge that neither the hosts, guests, nor the producers are liable for any actions taken based on this information.