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Exposing the Hidden Secrets of Financial Planning 9 месяцев назад


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Exposing the Hidden Secrets of Financial Planning

In this video, Shannon McClay, a financial planning expert, shares her experiences with poor financial advice and explores the dark side of the industry. She discusses the story of a 34-year-old client who was misled by an advisor, leading to poor investment choices, including whole life insurance policies and a structured settlement plan. Shannon emphasizes the importance of using resources like Broker Check to investigate advisors before investing and criticizes the lack of regulation and transparency in the industry. ___________ SUBSCRIBE TO OUR CHANNEL: https://www.youtube.com/c/stackingben... SUBSCRIBE TO THE PODCAST: https://www.stackingbenjamins.com/sub... 🎙️ https://www.stackingbenjamins.com/app... 🎙️https://podcasts.google.com/feed/aHR0... 🎙️ https://open.spotify.com/show/05GoIBt... VISIT US ON SOCIAL: Facebook:   / istackbenjamins   Twitter:   / sbenjaminscast   Instagram:   / stackingbenjaminspodcast   TikTok:   / stackingbenjamins   JOIN OUR COMMUNITY: 💬   / joesmomsbasement   📰 https://www.stackingbenjamins.com/the201 WEBSITE: 🔗 https://www.stackingbenjamins.com ADDITIONAL RESOURCES: 📒 STACKED: Your Super-Serious Guide To Modern Money Management https://www.stackingbenjamins.com/sta... 📞 Leave a voicemail: https://www.stackingbenjamins.com/con... #StackingBenjamins

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