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Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Financial Planning or Product Pitch? How to Spot the Difference!

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Manage episode 522893454 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor's background and ensuring your financial plan is truly in your best interest. Don't get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary.

#FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities #WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice #RiskManagement #SmartInvesting For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

  continue reading

1004 episodes

Artwork
iconShare
 
Manage episode 522893454 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor's background and ensuring your financial plan is truly in your best interest. Don't get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary.

#FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities #WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice #RiskManagement #SmartInvesting For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

  continue reading

1004 episodes

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