Common Misconceptions About Fiduciaries That Work Against You
Aug 26, 2022 ·
17m 59s
You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications for you). In today’s episode,...
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You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications for you). In today’s episode, we’ll talk about what it means to be a true fiduciary, why you want to work with one, and markers to help you identify fiduciaries-in-name-only.
EPISODE LINKS
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
show less
EPISODE LINKS
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Information
| Author | Dennis O'Keefe |
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