5 Tricks, Not Treats, That Financial Advisors Use | Protect Your Assets with David Hollander

Learn five tricks—not treats—that financial advisors are using right now to dupe investors into making bad decisions when it comes to their finances. If you want to avoid getting tricked into bad investments, scammed into paying excessive fees, or avoid…

5 Tricks, Not Treats, That Financial Advisors Use | Protect Your Assets with David Hollander

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Learn five tricks—not treats—that financial advisors are using right now to dupe investors into making bad decisions when it comes to their finances. If you want to avoid getting tricked into bad investments, scammed into paying excessive fees, or avoid getting duped by the latest fraudsters we’ve come across, then this special episode, our Halloween tricks, not treats, is designed just for you.

2:05 Market report
12:12 Trick #1: Cryptocurrency scams
21:43 Trick #2: Higher fees through revenue sharing – “They say” they have a competitive advantage with their proprietary fund. Should you buy it?
25:01 Trick #3: Encouraging you to take advantage of today’s low interest rates and refinancing your home
28:06 Trick #4: Ghastly tax advice and/or failing to look at your tax return, period
31:17 Trick #5: Poor retirement planning advice that could make you run out of money in retirement

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