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Secrets Advisors Will Not Tell You

Secrets Advisors Will Not Tell You

Released Monday, 17th August 2020
Good episode? Give it some love!
Secrets Advisors Will Not Tell You

Secrets Advisors Will Not Tell You

Secrets Advisors Will Not Tell You

Secrets Advisors Will Not Tell You

Monday, 17th August 2020
Good episode? Give it some love!
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Today, Vince Oldre of Assured Retirement Group explains some of the secrets of the financial world that not all advisors will share with you.

We start with fees, and commissions.  Did you know that some advisors can be tricked just as easily as consumers?

Vince shares a horror story of a client who thought he was getting a big tax break with a land easement deal, only to have it not be what he expected.

It's important to understand fees, and Vince explains the easy way to see if there's a commission on the mutual funds you own - and how those commissions and fees break down over time.

We also discuss the term fiduciary - can an advisor be truly independent and work in your best interest if they are captive to a larger company?

For more info, you can reach Vince Oldre at (952) 657-7470, or find him online at 

https://assuredretirementgroup.com/

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