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Aug 25, 2022

We make education a key focus of what we do and we always make sure clients understand how things work before taking the first step in planning.

We understand that financial education isn’t provided to everyone and there are some common areas where people often get misled into believing something that they shouldn’t. This can lead to you innocently assuming certain people or companies are looking out for your best interest.

On this episode, we’re going to share some of the things we wish people knew when they first came into our office to meet with us.

Here are some of the things you’ll learn on this episode:

  • What’s the motivation behind the information you find online or on tv? (7:28)
  • An example of how annuities are used out of context. (3:35)
  • Why a big brand or company isn’t always the best option for you. (5:23)
  • Why we want people to be in a position for informed consent. (7:29)