cover of episode 522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider

522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider

2024/5/6
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Earn & Invest

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Shownotes Transcript

We talk with Sarah-Catherine Gutierrez from Aptus Financial) and Jeremy Schneider from Nectarine) about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.

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